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Track Record


The greatest testimonial to our work is our clients. CBSG is extremely proud of the fact that every single one of our clients has either rehired us or referred us to another client.

We are more than happy to provide you with a list of references at your request.

Consulting Clients
Speaking Engagements
Northern Annuities Investment Company Institute
ReliaStar National Investment Company Service Association
Lincoln Investment Planning, Inc. National Tax Sheltered Account Association
RTE Asset Management Amoroso Baking Company
PMG Securities (a division of Zurich Financial Services) Robert Michael Communications
SEI Investments MidAtlantic Business Alliance
ReliaStar Worksite Financial Services Kades-Margolis Corporation
Kades-Margolis Corporation Greater Philadelphia Chapter of Hospitality, Sales and Marketing Association International
The Seely Agency Philadelphia Chamber of Commerce
Sigmund and Associates American Corridor Business Association
Rightime Family of Funds Success of the Female Entrepreneur Conference
LBG, Inc.
Virginia Retirement Specialists, Inc.
AETNA Financial Service
AXA Financial

Porter Novelli International

Zeneca Pharmaceutical

Golf Greens Incorporated

Robert Michael Communications

HTWebXPress.com

Keane Tracers Service Corporation

Legacy Financial Planning

 
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