CDS Financial Services opens in Willmar
WILLMAR -- CDS Financial Services LLC, a wealth planning and management firm, recently opened its doors in Willmar.
Chance Hooper was hired as director of financial services. He has more than seven years of experience in the wealth management industry. He is a certified public accountant licensed by the Minnesota State Board of Accountancy and credentialed as a personal financial specialist, and also is a certified financial planner and accredited asset management specialist.
CDS Financial Services provides clients with the convenience and effectiveness of combining wealth management, accounting, tax preparation and business consulting services under one roof.
The company said its financial advisory professionals and certified public accountants are able to provide comprehensive financial planning services to individuals, families and business owners. Services include investment planning and consulting, tax preparation, income protection and asset preservation strategies, retirement planning, business planning, estate planning, insurance, education planning and debt management.