The DFS Financial Group Client Sites

Services The DFS Financial Group Provides (pdf)

Initial Meeting What To Bring Checklist for Individuals and Families (pdf)

Initial Meeting What To Bring Checklist for Business Owners (pdf)

Discovery Questionnaire For First Initial Engagement Meeting (pdf)

Budgeting Workbook (pdf)

The DFS Financial Group Existing Client Annual Questionnaire (pdf)

Employer Census Form (pdf)

Cambridge By The Numbers (pdf)

Cambridge Investment Research Form CRS (pdf)

Cambridge Investment Research Advisors Form CRS (pdf)

Bradley Wimpee's ADV Brochure - Part 2B (pdf)

Cambridge Investment Research Advisors ADV Part 2A (pdf)