General Info

Established in 1964, CFP is a financial consulting firm that provides a variety of insurance products and related services for individuals and businesses. It offers health, dental, vision, disability income and life insurance policies. The company specializes in the areas of employee benefits, mutual funds, annuities, variable life, stocks and securities. It provides life insurance coverage policies for critical illnesses, organizational development, voluntary benefits, and short- and long-term care. The company offers compliance administration, risk assessment, asset protection, loss control and claims management services. It additionally provides documentation, consulting, market analysis, research, and retirement and estate planning services. The company is an affiliate of National Financial Partners Corporation, which is a national network of independent financial advisors that consists of more than 400 member firms in over 40 U.S. states. CFP is located in Salem, Ore.