Insights

Exclusive HNWI Focus CFG specializes in complex life insurance planning for high net worth families, individuals, RIAs, and family offices, signaling strong cross-sell potential for private placement life insurance and advanced planning products to affluent clients.

Private Placement Advantage Through a leadership position in PPLI and access to proprietary products via M Financial Group, CFG can offer cost-efficient, tailored solutions and favorable underwriting outcomes to clients seeking sophisticated, tax-optimized policies.

Strategic Partnerships Acquired by Gallagher and affiliated with M Holdings Securities, CFG has enhanced distribution, carrier leverage, and compliance capabilities, creating opportunities to collaborate on bundled wealth and risk management services.

Experience and Scale Key staff combine for over a century of experience in ultra-complex cases, supporting differentiated advisory services that can be upsold to clients needing multi-asset and cross-border planning within high-net-worth ecosystems.

Tech-Driven Outreach CFG’s tech stack (Cloudflare, Microsoft 365, KnowBe4, Google tools) supports modern marketing and security practices, enabling scalable digital engagement with targeted HNWI networks and RIA partners to drive lead generation.

Similar companies to Cohn Financial Group

Cohn Financial Group Tech Stack

Cohn Financial Group uses 8 technology products and services including Google Hosted Libraries, oEmbed, Google Fonts API, and more. Explore Cohn Financial Group's tech stack below.

Google Hosted Libraries
Content Delivery Network
oEmbed
Dev Tools
Google Fonts API
Font Scripts
jQuery
Javascript Libraries
Zepto
Javascript Libraries
Google Maps
Maps
KnowBe4
Security
GlobalSign
System Security Services

Cohn Financial Group's Email Address Formats

Cohn Financial Group uses at least 2 format(s):

Cohn Financial Group Email Formats	Example	Percentage
First_Last@ajg.com	John_Doe@ajg.com	84%
First.Last@ajg.com	John.Doe@ajg.com	11%
FirstLast@ajg.com	JohnDoe@ajg.com	4%
FLast@ajg.com	JDoe@ajg.com	1%
First_Last@cfgllc.com	John_Doe@cfgllc.com	69%
FLast@cfgllc.com	JDoe@cfgllc.com	28%
First.Last@cfgllc.com	John.Doe@cfgllc.com	3%

Frequently Asked Questions

What is Cohn Financial Group's phone number?

You can contact Cohn Financial Group's main corporate office by phone at

+1-602-468-****

. 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 Cohn Financial Group's official website and social media links?

Cohn Financial Group's official website is cfgllc.com and has social profiles on LinkedIn.

How much revenue does Cohn Financial Group generate?

As of July 2026, Cohn Financial Group's annual revenue is estimated to be $50M - $100M.

What is Cohn Financial Group's NAICS code?

Cohn Financial Group's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Cohn Financial Group have currently?

As of July 2026, Cohn Financial Group has approximately 20 employees across 2 continents, including North AmericaAsia. Key team members include President: B. T.Area President: M. C.Vice President: K. T.. Explore Cohn Financial Group's employee directory with LeadIQ.

What industry does Cohn Financial Group belong to?

Cohn Financial Group operates in the Insurance industry.

What technology does Cohn Financial Group use?

Cohn Financial Group's tech stack includes Google Hosted LibrariesoEmbedGoogle Fonts APIjQueryZeptoGoogle MapsKnowBe4GlobalSign.

What is Cohn Financial Group's email format?

Cohn Financial Group's email format typically follows the pattern of First_Last@ajg.com. Find more Cohn Financial Group email formats with LeadIQ.

When was Cohn Financial Group founded?

Cohn Financial Group was founded in 1987.

Cohn Financial Group

Q: What is Cohn Financial Group's official website and social media links?

Cohn Financial Group's official website is cfgllc.com. Cohn Financial Group has social profiles on LinkedIn.

Q: How many employees does Cohn Financial Group have currently?

Cohn Financial Group has approximately 20 employees.

Q: What technology does Cohn Financial Group use?

Cohn Financial Group's tech stack includes Akismet, Imperva, Microsoft 365, oEmbed, jQuery Migrate.

Q: What is Cohn Financial Group's NAICS code?

Cohn Financial Group's NAICS code is 524 (Insurance Carriers and Related Activities).

InsuranceArizona, United States11-50 Employees

Cohn Financial Group, established in 1987 and based in Phoenix, Arizona, operates in the insurance sector with a focus on complex life insurance planning. The firm specializes in Private Placement Life Insurance and serves high net worth families, individuals, RIAs, and family offices across the United States, providing tailored structures that address intricate tax, legal, and funding considerations. Its experienced team leverages deep expertise in coordinating underwriting and multi-faceted insurance arrangements, aiming to optimize outcomes for sophisticated clients. CFG is affiliated with M Financial Group, which offers access to proprietary, cost-advantaged products and potential underwriting leverage, while CFG itself is independently owned and operated. The company became part of Gallagher (formerly Arthur J. Gallagher & Co.) in 2015, situating it within a broader network of financial services providers.