Financial Services

Collegiate Financial Services, Inc. is a full-service financial services firm engaged in a wholistic approach to financial-planning, retirement planning, and investment advisory services. These services involve the buying and selling of various, regulated securities and insurance products and services. These products and services include, but may not be limited to:

1. Annuities
2. Bond’s (corporate, government, municipal)
3. Certificates of Deposit
4. Charitable Giving
5. Education Saving’s Accounts
6. Group Benefits
7. Individual Retirement Accounts
8. Keogh Plans
9. Key Man Insurance
10. Life Insurance (whole, term, variable, variable universal)
11. Long-Term Care Insurance
12. Money Markets
13. Mutual Funds
14. Options
15. Stocks
16. 401(k) Employee Plans
17. 403(b) Retirement Plans
18. 412(i) Planning
19. 457(b) Planning


Collegiate Relocation Network, Inc. is a wholly owned subsidiary of CFS and acts as a consulting company actively engaged in providing high-quality mortgage, real estate, and marketing services directly or indirectly through it’s network of national partners. Products and services include, but may not be limited to:

1. Home purchase loans
2. Cash-out refinancing
3. Debt consolidation loans
4. Home equity lines of credit
5. Bridge loan financing
6. Home-Buying assistance
7. New construction programs
8. Land acquisition and development
9. Home-Selling assistance
10. Temporary housing assistance
11. Home-moving assistance
12. Marketing assistance
13. Supplemental Insurance
14. Auto and Homeowner’s insurance
15. Assistance raising capital for sponsorship and marketing