For more than 50 years, CFG Advisors has provided outstanding financial guidance and service for clients in Omaha and throughout Nebraska. With 175 years of combined experience in the financial services industry, family-owned CFG Advisors stands ready to help individuals, physicians, educators and professionals build wealth to help support their desired current and future lifestyles.
The Curnes difference focuses on an approach designed to help address your individual situation through comprehensive investment, risk management and estate conservation recommendations and strategies. We’re also on hand to answer questions about issues including saving for college, when to retire and how to better protect your loved ones.
Our professionals enjoy a special camaraderie; we embrace a team approach when it comes to serving you. This orientation means you and your portfolio are backed by an experienced, knowledgeable team every step of the way, allowing you to successfully pursue your unique financial goals.
Our internal teams meet on a regular basis to discuss trends and to share what’s working for clients. Sharing information builds intelligence and know-how throughout our organization. The result is a holistic viewpoint, one that supports your journey, whether the destination is retirement, estate planning, college savings, or protection of your assets.
Regional Director/Financial Advisor
Each client has the benefit of an experienced team behind their portfolio and roadmap who meets quarterly on their behalf to discuss markets and what’s working across the firm so each client can benefit from what we learn.
We don’t get caught up in speculative fads, media hype, or the ups and downs of a constant news cycle. Our long-term perspective helps us position people according to their individual needs.
We’re committed to thorough education of our clients. When it comes to your money it’s not enough to tell you what we’re doing. We want you to know the why behind it too.
We don’t practice a cookie-cutter approach. We do our own in-house research and develop customized portfolios that work for our clients, specific to their tax, insurance, and estate circumstances.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.
Our passion for excellence and teamwork mentality has enabled us to develop a process designed to build, protect and maintain what you own.
As an independent financial services firm, CFG Advisors has the experience to determine the beneficial financial solutions tailored to your specific needs.
CFG Advisors stresses a collaborative approach to help support your financial goals. Customized plans are backed by professionals with years of experience.