CJS Financial

CJS Financial Services, L.L.C. is an affiliate of CJ Schlosser & Company, L.L.C. David Bartosiak is a financial advisor and Jamie Ruyle is a registered assistant.

Our services include:

Personal Investing

  • Investment Accounts - Individual/Joint/T.O.D.
  • Trusts
  • Traditional IRA's
  • Roth IRA's
  • Rollover IRA's
  • Custodial Account
  • 529 College Savings Plan

Business Retirement Plans

  • 401(k) Plans
  • SEP IRA's
  • SIMPLE 401(k) Plans
  • 403(b) Plans (Non-Profit Organizations)

Planning

  • Retirement Savings
  • Retirement Income Analysis
  • Asset Allocation
  • College Cost Planning

Fund Families

       Click Here to View the families

       We also offer combined tax and investment planning.

Helpful Links

Financial Market Information/Stock Research

cbsmarketwatch.com

Mutual Funds Rating/Research

Morningstar.com

College Savings Planning

savingforcollege.com

 

All securities are offered and all transactions are cleared through Alton Securities Group, Inc. located at 2410 State Street, Alton, IL 62002, 1-800-477-3808.

The information provided on this site or any opinion contained on this site does not constitute a solicitation or offer by Alton Securities Group, its employees, representatives, officers, or affiliates to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service. Any communication containing a link to this site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Alton Securities Group or its affiliates to any registration requirement within such jurisdiction or country.

Member FINRA, SIPC, MSRB

Disclosure

No specific orders can be processed via this website.

If you are interested in our Financial Services, please contact David Bartosiak.

 

 

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Illinois: 618-465-7717

Missouri: 314-355-2586

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