A Personalized Process for your unique roadmap
As an independent financial services firm, CFG Advisors has the experience and knowledge to determine the appropriate financial strategies and solutions tailored to your specific needs. We also stress education and information, which can empower you to make the right decisions. Our Investment Advisor Representatives are fiduciaries, and we put your best interests ahead of anything else, helping to build confidence in our recommendations and advice.
Decades of Experience in your corner
CFG Advisors is a family-owned business dedicated to serving clients in Omaha and the state of Nebraska. Launched in 1960s, the company offers knowledgable staff and quality products and services to help pursue your financial goals. We advise and assist physicians, educators and business owners to build a foundation that supports current endeavors while planning for the future.
Services for a long-term perspective
Whether your need is for retirement and estate planning, saving for a child’s college, or employee attraction and retention, you can count on our knowledgeable staff to develop suitable strategies and recommendations to help support you now and get you to your goals. Our passion for excellence, along with our 175 years of combined experience and teamwork mentality has enabled us to develop a process designed to build, protect and maintain what you own.
Your Shifting Risk Tolerance
