Collegiate Funding Solutions
www.collegiatefundingsolutions.comCFS equips financial advisors (RIAs, CFP's, etc.) with college-planning, software, support and marketing material needed to: Help clients save and not just for college costs, avoid student loan debt and improve retirement savings outlook Protect AUM from being depleted to pay for college expenses Attract new clients with a distinctive capability
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CFS equips financial advisors (RIAs, CFP's, etc.) with college-planning, software, support and marketing material needed to: Help clients save and not just for college costs, avoid student loan debt and improve retirement savings outlook Protect AUM from being depleted to pay for college expenses Attract new clients with a distinctive capability
Read more
Country
State
North Carolina
City (Headquarters)
Cary
Employees
1-10
Founded
1998
Estimated Revenue
$1 to $1,000,000
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President / Chief Executive Officer
Email ****** @****.comPhone (***) ****-****
Technologies
(13)
