Cfr Capital Group
Comprehensive Wealth Management Firm, providing an all-encompassing approach to meet the financial needs of the members of our community. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019, Please visit for more information.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 5 verified contacts at Cfr Capital Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- ER
Edward Rodriguez
Managing Partner and Financial Advisor · Finance & Accounting
EmailPhone - FC
Frank Calise
CEO · General Business & Management
EmailPhone
Showing 2 of 5 verified contacts
Top roles at Cfr Capital Group
5 distinct titles indexed · top 5 shown.
- 1ceo
- 1lead accountant at cfr capital group, llc- sedona
- 1managing partner and financial advisor
- 1senior tax analyst office manager
- 1tax professional
Sign up to unlock all 5 contacts at Cfr Capital Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Cfr Capital Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.