What is CFG's NAICS code?

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

Insights

Client-Centric Focus CFG emphasizes a client-centric goal planning approach to deliver peace of mind and tailored decisions, signaling opportunities to offer advisory platforms, CRM integration, or enhanced financial planning tools that align with their personalized service model.

Multi-Channel Tech The firm relies on WordPress, Azure DNS, Microsoft 365, and other common web technologies, presenting a potential to upsell modern marketing automation, secure collaboration suites, and scalable cloud-based client portals.

Regulatory Structure Securities through LPL Financial with separate entities (IAA and CFG) indicate a layered compliance and advisory ecosystem, suggesting opportunities for regulatory technology, centralized KYC/AML workflows, and integrated custodian reporting tools.

Growth Signals With revenue estimates in the 10–25 million range and operations across multiple states, there is potential to expand technology-enabled services, analytics, or onboarding solutions that support scaling advisory services and client onboarding.

Industry Trends Active involvement in market-facing events and earnings activity for CFG-related entities implies engagement with market data, research platforms, and analytics services that could enhance client decision support and portfolio optimization offerings.

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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 email format:

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

What is CFG's SIC code and NAICS code?

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

How many employees does CFG have currently?

As of September 2026, CFG has approximately 89 employees across 4 continents, including North America, Europe and Africa. Key team members include President: M. K., Financial Planning Analyst: J. K. and 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 WordPress, Microsoft Azure DNS, Microsoft 365, Google Fonts API, Twemoji, jQuery, PHP and prettyPhoto.

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.