Covid-19 Firm Update: CDS, CDSA, and CDS Financial Services are available for in-office appointments starting Monday, June 8. Please contact your employee benefits administrator or one of our local offices to set up a meeting. We have developed policies and procedures at our offices to ensure the health of our team members and clients.

In preparation for your meeting, please review the information below regarding precautions we have adopted to help minimize the spread of COVID-19.

  1. Sanitize your hands upon entering our offices – hand sanitizer is provided.
  2. Practice physical distancing, including in the lobby and meeting rooms.
  3. Masks are available, but optional. Please bring your own or ask our receptionist for one. We are also glad to wear a mask during our appointment, at your request.

Thank you for your understanding as we navigate these changes.

We are looking forward to meeting with you, and you can expect our team to continue serving you with the highest level of integrity and expertise.


COVID-19 Resources

To stay up-to-date with communications from our firm and access COVID-19 resources, visit us at