The DFS Financial Group

(972) 417-2900

  • Home
  • About Us
  • Newsletters
  • Client Resources
  • Contact Us
  • More
    • Home
    • About Us
    • Newsletters
    • Client Resources
    • Contact Us
The DFS Financial Group

(972) 417-2900

  • Home
  • About Us
  • Newsletters
  • Client Resources
  • Contact Us

Initial Meeting Packet for Households (non-business owners)

 New Client Downloadble Packet for Individuals and Families 

Services The DFS Financial Group Provide (pdf)Download
What To Bring Checklist for Individuals and Families (pdf)Download
Discovery Questionnaire For First Initial Engagement Meeting (pdf)Download
Budgeting Workbook (pdf)Download

Disclosures and Firm Information

Cambridge Investment Research Advisors Form CRS (pdf)Download
Cambridge Investment Research Form CRS (pdf)Download
Cambridge Investment Research Advisors ADV Part 2A (pdf)Download
Bradley Wimpee's ADV Brochure - Part 2B (pdf)Download

The DFS Financial Group

 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of Texas, Florida, New York, California, Colorado, Michigan and Missouri. 

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. The DFS Financial Group and Cambridge are not affiliated.  


Cambridge does not offer tax or legal advice. 

The DFS Financial Group does not offer tax or legal advice.


Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.



Cambridge's Customer Relationship Summary (CRS) Form

  • Home
  • About Us
  • Newsletters
  • Client Resources
  • Contact Us

Powered by