About Us

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.

The first emphasis is a client centric goal planning approach in order to foster an environment where clients have a peace 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 client needs. Presentations are geared to helping the client make decisions that satisfy their investment and insurance needs. We offer portfolio advisory services through Cambridge Investment Research Advisors, Inc, and insurance services through CFG Insurance.

The second emphasis is finding portfolio solutions for clients. There are a range of portfolios that are managed to address different risk tolerances. Portfolios are customizable. Clients often wish to incorporate their own investment preferences, and this is done in a manner that addresses the reward relative to the risk.

Portfolios have also been designed to address the need for socially responsible investing to help foster a sustainable and cleaner environment. The socially responsible portfolio has a “green footprint” in that is not limited to alternative energies, but can include any company who is addressing climate change issues and the move away from a carbon based economy. Thus, we seek to invest in companies that are involved in both the mitigation of, and the adaptation to, climate change. In mitigation, we look at industries which are in the fields of energy efficiency and clean technology. In adaptation, we try to find companies that are working to adjust to climate changes.

In addition, CFG has partnered with Ridgewood Family Services, which assists people in the retirement phase of their life and who would be downsizing, or reorganizing their lives. This transition service encompasses coordinating physical moves along with financial needs assessment. CFG receives no remuneration through his partnership. We have gotten such an overwhelmingly positive response about the service that we present it to clients as part of our retirement package.

CFG is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future.

We offer financial products and services tailored to your individual needs. CFG is committed to you for the long term. If you have any questions or if we can be of additional assistance, please call us at 610-796-9820, send us a fax at 610 796-9822, or contact us by email.