Services Offered
Tax Preparation and Planning
Comprehensive tax services for individuals and businesses, including 1099 and W-2 income, with expert advice to minimize liabilities and anticipate future needs.
Investment Strategy and Portfolio Management
Personalized investment planning and portfolio management to help clients build and grow their wealth with transparent, long-term strategies.
Insurance Solutions
Tailored insurance products and services to protect assets and provide financial security for families and businesses.
Financial Consulting
Expert financial advice and planning services, including retirement and estate planning, to guide clients toward their financial goals.
Business Financial Services
Specialized support for business owners, including tax filing, financial strategy, and compliance, to ensure smooth operations and growth.
Reviews
5(5 reviews)
Rating Distribution
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Ravi M
via Google
over 2 years ago
CTS Financial Group has been handling my taxes since I can recall. We have had many different requirements and changes in needs over the years. Max is always very patient with my questions and often give me advice to help anticipate future situations. No matter the situation I know from experience that Max will take care of it. From start to finish they are very responsive and make the experience stress free. The CTS team does an amazing job!
D
Dave Campvia Google
over 2 years ago
CTS Financial Group has been handling my taxes and providing investment strategies for us for over a decade. As a business owner with both 1099 and W-2 income I would be lost without their expert advice! Max is always very patient with my endless questions and last minute filings, too! I cannot say enough good things about the CTS team!
C
ChART Contemporaryvia Google
over 2 years ago
CTS Financial Group is a joy to work with. Jon Much is professional, patient, clear and always available whenever I have a question. I look forward to building my financial portfolio with CTS and am grateful to work with financial experts who are honest, transparent and invested in working with me to strategize longterm financial prosperity.
D
David Selbyvia Google
over 2 years ago
We have been CTS clients for 30+ years and have always found their knowledge, expertise and hands-on, comprehensive service to be excellent. Todd, Chris and the entire CTS team are trusted pros, and great people as well.
M
Marc Zalevia Google
over 2 years ago
Jon Much is the best financial advisor in the business. I've worked with him for years and he's honest, incredibly experienced and unbelievably hard working. He's also extremely talented and truly has his clients best interest always at heart. I only feel comfortable referring close family and friends to him.
