CSD Financial gives you expertise built on more than a decade of experience in the financial services industry.
We aspire to finally give you quality and objective advice. Experience a true sense of partnership with our flat-fee advisory model.
Phone
718-858-2233Website
https://www.csdfinancial.com/Who We Are
We are a passionate team of independent, fiduciary Registered Investment Advisers based online (location not specified), delivering flat-fee financial guidance built on over a decade of industry experience via our founder, Chesky Deutsch, ChFC®, RICP®.
What Makes Us Different
We act in your best interests by law, welcoming total transparency with our flat-fee model, accepting no commissions or kickbacks, and offering objective, personalized advice.
Our Specialized Services
– Comprehensive Financial Roadmap (clear, custom planning toward life goals)
– Investment Management (evidence-based strategies, tax efficiency, long-term focus)
– Consulting (targeted advice on topics like tax, risk, insurance, estate planning, etc.)
Our Commitment to Quality
We apply principles grounded in Nobel Prize–winning research, strategic diversification, and disciplined, cost-efficient approaches. We update and review your plan annually, ensuring adaptability and transparency.
Why Clients Trust Us
Clients trust us because we provide pure honesty, rely on trusted referrals rather than incentives, maintain strict confidentiality, and operate with clear fiduciary commitment.
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