CFG is an financial services advisory 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 Advisory, 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 have also been designed to address the need for socially responsible investing. 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. 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.
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.