What is CFG's NAICS code?

CFG's NAICS code is 52 (Finance and Insurance).

Insights

Client-centric planning CFG positions itself around client-centric goal planning and comprehensive guidance across investment and insurance needs, presenting a sales opportunity to offer integrated advisory and insurance solutions that align with their approach.

Multi-product offering The firm partners with multiple intermediaries (Cambridge Investment Research Advisors, IAA, LPL Financial) to provide both securities and insurance services, indicating scope for cross-sell of advisory, insurance, and wealth-management products.

Regional footprint Serving clients in 11 states from a Reading, PA base suggests growth potential in nearby markets through expanded territory coverage, partnerships, or targeted marketing to expand client acquisition.

Tech stack leverage Utilizes WordPress, Azure DNS, Microsoft 365 and other web technologies, signaling opportunities to offer digital onboarding, client portals, or AI-assisted advisory processes to improve efficiency and client experience.

Growth signals Revenue range and active partnerships indicate a scalable, service-oriented firm with potential for efficiency improvements, compliance enhancements, and scalable back-office solutions to support growth and diversification of revenue streams.

Similar companies to CFG

CFG Tech Stack

CFG uses 8 technology products and services including WordPress, Microsoft Azure DNS, Microsoft 365, and more. Explore CFG's tech stack below.

WordPress
Content Management System
Microsoft Azure DNS
Domain Name Services
Microsoft 365
Email
Google Fonts API
Font Scripts
Twemoji
Font Scripts
jQuery
Javascript Libraries
PHP
Programming Languages
prettyPhoto
Web Tools And Plugins

Media & News

CFG's Email Address Formats

CFG uses at least 1 format(s):

CFG Email Formats	Example	Percentage
FLast@e-cfg.com	JDoe@e-cfg.com	100%

Frequently Asked Questions

What is CFG's phone number?

You can contact CFG's main corporate office by phone at

+1-985-876-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CFG's stock symbol?

CFG is a publicly traded company; the company's stock symbol is CFG.

What is CFG's official website and social media links?

CFG's official website is e-cfg.com and has social profiles on LinkedIn.

How much revenue does CFG generate?

As of August 2026, CFG's annual revenue is estimated to be $10M - $25M.

What is CFG's SIC code NAICS code?

CFG's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does CFG have currently?

As of August 2026, CFG has approximately 89 employees across 2 continents, including North AmericaAsia. Key team members include President: M. K.Financial Planning Analyst: J. K.Retired From Cfg: J. R.. Explore CFG's employee directory with LeadIQ.

What industry does CFG belong to?

CFG operates in the Financial Services industry.

What technology does CFG use?

CFG's tech stack includes WordPressMicrosoft Azure DNSMicrosoft 365Google Fonts APITwemojijQueryPHPprettyPhoto.

What is CFG's email format?

CFG's email format typically follows the pattern of FLast@e-cfg.com. Find more CFG email formats with LeadIQ.

When was CFG founded?

CFG was founded in 1986.

CFG

Q: What is CFG's official website and social media links?

CFG's official website is e-cfg.com. CFG has social profiles on LinkedIn.

Q: How many employees does CFG have currently?

CFG has approximately 89 employees.

Q: What technology does CFG use?

CFG's tech stack includes WordPress, Google Fonts API, Microsoft Azure DNS, PHP, prettyPhoto.

Financial ServicesPennsylvania, United States51-200 Employees

CFG is a financial services firm based in Reading, Pennsylvania, that began operating in 1986 and serves clients across 11 states. The firm emphasizes helping clients navigate the wide array of market products through a client-centric goal planning approach, with a focus on giving clients peace of mind about their financial affairs. Its offerings include portfolio advisory services provided through Cambridge Investment Research Advisors and insurance services through CFG Insurance, with securities transactions conducted through LPL Financial and investment advice offered by Independent Advisor Alliance, a registered investment adviser. CFG describes its model as supportive guidance to help clients select appropriate investment and insurance solutions within a broad financial marketplace.