CFG can help you not only set achievable goals, but also plan a means to reach your goals. Our financial goal planners will work with you to set and manage your financial goals.
The second emphasis is finding portfolio solutions for clients. There are a range of portfolios that are managed to address different risk tolerances. Portfolios have also been designed to address the need for socially responsible investing.
CFG Insurance Services
CFG offers hassle free approach to life insurance. We will work with you to identify the type of insurance best fits your needs and then make the application process as hassle free as possible.
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The Income for Life Model® is a comprehensive strategy for generating retirement income. Click below to learn more:
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Welcome to CFG
CFG provides a range of financial services to help you manage your life.
CFG is an Independent Financial Services Firm based in Reading, PA. The firm began operations in 1986 and serves clients in 11 different states. CFG has several unique emphases, both in its approach and offerings. Ours is a client centric goal planning approach in order to foster an environment where clients have a piece of mind about their financial affairs. All representatives of the firm are dedicated to helping clients find their way through the maze of products available in the market, focusing on clients needs.
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and CFG are not affiliated.
We are registered to sell Securities in the following states: California, Florida, Massachusetts, Maryland, Montana, New Jersey, New Mexico, New York, Pennsylvania, South Carolina, Texas