Carole-Lynn Saros

Carole-Lynn Saros is a Certified Financial Planner™ practitioner and a Certified Public Accountant and holds a Master of Business Administration degree from the University of Connecticut, where she achieved several honors.

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Carole-Lynn has worked as an accountant for the last 36 years, serving as Senior Tax Analyst at KPMG, Staff Auditor at Price Waterhouse, and the Financial and Operations Principal in charge of accounting and reporting to the National Association of Securities Dealers for Connecticut Mutual Life Insurance Company’s broker-dealer. She has also enjoyed working as an adjunct professor at Eastern Connecticut State University.

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Carole-Lynn found that working for some of the “Big-5” CPA firms offered tremendous learning opportunities but realized that she desired a more in-depth relationship with her clients. Following her heart to provide unprecedented service, in 2000 Carole-Lynn started her own independent tax practice and financial planning firm, CS Financial Services, LLC.

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Carole-Lynn’s mission is to help her clients define and achieve their financial goals while treating each with the care, understanding, and attention she would expect for herself.