Cfg
CFG is a financial services firm based in Reading, PA. The firm began operations in 1986 and services clients in 11 different states. CFG has several unique emphases, both in its approach and offerings. We emphasize a client centric goal planning approach in order to foster an environment where clients have peace 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. Presentations are geared to helping the client make decisions that satisfy their investment and insurance needs. We offer portfolio advisory services through Cambridge Investment Research Advisors, and insurance services through CFG Insurance. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance (IAA), a registered investment advisor. IAA and CFG are separate entities from LPL Financial.
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Verified contacts
17
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LinkedIn employees
93
1 to 10 range
Open roles
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Distinct roles
17
indexed titles
Tech stack
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Monthly traffic
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
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Top roles at Cfg
17 distinct titles indexed · top 10 shown.
- 1aide
- 1assistant manager
- 1business system manager
- 1ccc
- 1commission sales associate
- 1encargado
- 1enseignant
- 1fd
- 1financial analyst
- 1founder
- +7more titles
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