Broker Check

Custer Plumb Financial Services

Custer Plumb Financial Services stands on a long and strong history of success as a widely respected financial advisory and planning firm in the U.S by offering all-encompassing financial services to clients since 1981.  We advise on investments which support the health and well-being of our clients, our community and our environment.   

When our clients are truly confident in their financial stability, we have done our job.  After all, your financial peace is our passion.

Schedule Consultation

Your Financial Peace is our Passion

Meet Our Team of Professionals

Our team of professionals has more than 100 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Learn more

Our Values at

Custer Plumb Financial Services

Custer Plumb Financial Services stands on a long and strong history of success as a widely respected financial advisory and planning firm in the U.S by offering all-encompassing financial services to clients since 1981.  Our reputation thrives on our high-level of customer satisfaction because nothing means more to us than maintaining your trust and confidence.  We advise on investments which support the health and well-being of our clients, OUR COMMUNITY and our environment.   

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  From growing your wealth, your business, or planning your family's future or your own retirement, Custer Plumb Financial Services can answer your most pressing money questions and guide you toward achieving your financial goals.  

Our team of financial professionals can identify financial trends to support our clients' goals and we do so by utilizing the utmost cutting-edge technology because our first priority is your overall financial success.  You will find in our MEDIA CENTER educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. 

Should you have a question, or wish to schedule a consultation with us, please CONTACT US.  We will get back to you quickly.

When our clients are truly confident in their financial stability, we have done our job.  After all, your financial peace is our passion.

Corporate Profile

We stand on a long and strong record of success.

Learn more

Our Services

We offer a full-encompassing suite of financial services and products to our clients.

Learn more

Our Process

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Learn more

Our Community Commitment

Custer Plumb Financial Services believes in supporting the communities in which we live and work.  So do our clients.  Through numerous client introductions to charities around the world, our team annually volunteers its time and resources. Our firm donates 15% of annual revenue to non-profit outreach in a variety of local, regional, national and international causes. 


*Unaffiliated third party providers not affiliated to Lincoln Financial Advisors Corp.

Learn more

VIDEOS

We support our clients' financial success by utilizing the utmost cutting-edge technology. 

Watch Here

ARTICLES

We help you learn more about the world of personal finance through compelling financial educational content.

Read Here

CPFS IN THE NEWS

We advise on investments which support the health and well-being of our clients, our community and our environment.   It gets us noticed!

Learn more

Let's Talk Finances

Name
Email
Phone
Thank you! Oops!