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Portfolio Management
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.
Client Corner
Access account information, reports, and statements.
Retirement Corner
The Income for Life Model& is a comprehensive strategy for generating retirement income. Click below to learn more:
Use our free calculator to learn how to best maximize your social security benefits. Click below to learn more:
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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