CDS Group Financial Services LLC began in 1994 as a small life and health insurance agency. Since that time we have experienced substantial growth, which has led to our ability to offer a more diversified array of services. In 1997 the business added personal and business tax preparation services to its range of products. Next, accounting and payroll processing services for small to medium sized businesses were added. Essentially, CDS Group offers a one-stop-shop where our clients can maintain a working relationship that serves a variety of purposes for their financial and business-related needs.
Here at CDS Group we strive to get to know our clients by focusing on their goals and aspirations. We work to present a holistic picture of the reality behind their financial situation and outline the steps to be taken in order to achieve their goals. We make strong efforts to avoid the business of pushing product, but instead focus on developing plans that are tailored to each specific client’s needs and budget.
There is no account that is too small and we work with clients nationally. So, even if you are not located in the Saint Louis area, we are more than pleased to work with you remotely if necessary.