Company Profile

Corporate Financial Services, LLC and Staff have been providing full-service employer sponsored retirement plan administration and consulting since 1980. Corporate Financial Services, LLC assists employers in the design, implementation, administration and communication of a wide range of retirement plans. We are committed to providing these services to our clients in a timely, accurate and cost-effective manner.

Our benefit professionals are dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security.

Corporate Financial Services, LLC takes the confusion out of plan administration duties and decision making by providing our clients with the consulting and technical expertise they need. We are committed to maintaining effective state-of-the-art computer systems and applications for administrative procedures which permits us to process our clients' work more efficiently and ensures the highest standards of quality.

Our People

Corporate Financial Services, LLC greatest resource is its team of experienced professionals. Our clients are served by employees who have professional qualifications and whose backgrounds include many years of experience in the pension and retirement field. They are committed to providing our clients with friendly, courteous and responsive personalized service of superior quality.

J. Malcomb Massey
President and Owner

Malcomb is the co-founder of Corporate Financial Services, LLC. He founded the company to provide administration and consulting services to employee benefit plans. He has more than 30 years of experience in the employee benefit, life, disability and health insurance industry. Malcomb holds a BS – Business and Economics from Jacksonville State University. He is a Member of the American Society of Pension Professionals and Actuaries, South Central Alabama Association of Insurance & Financial Advisors, Montgomery Estate Planning Council, Montgomery Chapter of National Association of Health Underwriters.

Ruth M. Roper
Executive Vice President/Corporate Secretary and Owner

Ruth manages qualified plan administration activities, provides quality control check of qualified plan administrative work, and provides consulting services to clients. She has over 30 years of experience in retirement plan design, administration and communications. Ruth received her Associate Degree in Business at Southern Illinois University. She has received the Qualified Plan Administrator designation by the American Society of Pension Professionals and Actuaries for demonstrating excellence in the field of pension administration and consulting. She is also a Member of the South Central Alabama Association of Insurance & Financial Advisors and the Montgomery Estate Planning Council.