Our Services

CFG is committed to helping you pursue your long-term financial goals. We offer financial products and services tailored to your individual needs.

CFG has several unique emphases, both in its approach and offerings:

Client Centric Goal Planning

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 Independent Advisor Alliance, and insurance services through CFG Insurance.

Portfolio Selection

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. 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.

Socially Responsible Investing

CFG offers socially responsible portfoilios for those investors looking for both an investment opportunity as well as support a more environmentally way of doing business. The socially responsible portfolio has a green footprint in that is not limited to alternative energies, but can include any company who has made a commitment to a cleaner environment.

Transistion to Retirement

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.

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. For additional information on our Insurance Offerings you can read more here, or call us at 610-796-9820 ext. 202 for consultation or quote.