CFG Email Format
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.