CFG is a financial services firm based in Reading, PA. The firm began operations in 1986 and services clients in 11 different states. CFG has several unique emphases, both in its approach and offerings. We emphasize a client centric goal planning approach in order to foster an environment where clients have 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. 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, and insurance services through CFG Insurance. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance (IAA), a registered investment advisor. IAA and CFG are separate entities from LPL Financial.
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Who are the decision makers in CFG?
The decision makers in CFG are Michael Krumholz, Shine Wai Yan Lynn, Paul Utech, etc. Click to Find CFG decision makers emails.
What types of financial services does CFG offer?
CFG offers a comprehensive range of financial services, including wealth management, retirement planning, and goal planning. Our wealth management services focus on investment strategies tailored to individual client needs, while our retirement planning services help clients prepare for a secure financial future. Additionally, our goal planning services assist clients in identifying and achieving their personal and financial objectives.
How does CFG approach retirement planning?
At CFG, we believe that effective retirement planning is crucial for long-term financial security. Our approach involves a thorough assessment of your current financial situation, understanding your retirement goals, and developing a customized plan that includes investment strategies, tax considerations, and income projections. We work closely with clients to adjust their plans as needed to ensure they remain on track to meet their retirement objectives.
In which states does CFG provide services?
CFG is proud to serve clients in 11 different states across the U.S. Our primary focus is on providing personalized financial services to clients in Pennsylvania and neighboring states, ensuring that we understand the unique financial landscapes and regulations that may affect our clients' financial planning.
What is goal planning and how can it benefit me?
Goal planning at CFG involves helping clients define their financial and personal goals, whether it's saving for a home, funding a child's education, or planning for retirement. Our advisors work with you to create a structured plan that outlines the steps needed to achieve these goals, taking into account your current financial situation and future aspirations. This proactive approach can provide clarity and motivation, helping you stay focused on what matters most.
Can CFG assist with investment management?
Yes, CFG offers investment management services as part of our wealth management offerings. Our team of experienced financial advisors works with clients to develop investment strategies that align with their risk tolerance, time horizon, and financial goals. We continuously monitor and adjust investment portfolios to respond to market changes and ensure that our clients' investments are positioned for growth.
How can I get started with CFG's services?
Getting started with CFG is easy! You can reach out to us through our website or contact us directly by phone. We will schedule an initial consultation to discuss your financial needs, goals, and how our services can best support you. During this meeting, we will outline our approach and answer any questions you may have about our services.