OUR SERVICES

Financial Services...Just the Way They Should Be:

Offering unbiased financial solutions tailored to your needs, ensuring truly independent and client-focused advice. We focus solely on what’s best for you and your financial goals.

Strategy Is The Key

STRATEGY is the thoughtful application of knowledge and experience at the right PLANNED time to help make your financial goals a reality. Whatever your goals, we can help you reach them.

Retirement Income Planning

Income is the first function of retirement to satisfy. The more efficient we are at satisfying the desired income streams, the more money is generally left over for Liquidity and Legacy.

Comprehensive Planning

At Cumulative Wealth Solutions, we create custom comprehensive plans to help our clients achieve their financial goals. Whether paying off debt, saving for retirement, investing for education, protecting against risk, minimizing taxes, or managing estate distribution, we are here for you.

OUR PARTNERS

ABOUT CHELSEA FINANCIAL SERVICES

Trusted by thousands of clients & Licensed in 51 U.s. States & Territories

Chelsea Financial Services is a national independent Broker/Dealer, established in New York City over 23 years ago, licensed to offer securities and insurance products. We are a member of both FINRA (Financial Industry Regulatory Authority), SIPC (the Securities Investor Protection Company) and MSRB (Municipal Securities Rulemaking Board. Clearing is handled through Hilltop Securities, a diversified investment bank with a long and successful history, dating back to 1946.

25+

Years of Service

1B+

Assets Managed By

Hilltop Securities,

Our Clearing Partner

80+

Chelsea Advisors

and Registered Representatives

States & Territories

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Take the first step toward your financial future today. You'll be glad you did.