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Our Approach

we learn your values

we learn your values

CFG Advisors is an independent financial services firm and we prioritize you. This means we can personalize financial solutions tailored to your unique needs and values. Our Investment Advisor Representatives are also fiduciaries, which means your best interests are put first before anything else. We’re dedicated to earning your trust. As such, you can be confident that our recommendations are backed by sound wealth management strategies.

Supporting your goals & objectives

Supporting your goals & objectives

We’re dedicated to helping you meet your unique goals and objectives. We also understand that you have better things to do than focus on the complex world of finance. Our approach involves educating, explaining and helping you understand the steps necessary to pursue the objectives you seek. Additionally, we’ll always be honest with you; we’re on hand at any time to answer questions or concerns you might have.

Understanding your current scenario

Understanding your current scenario

The first steps in our relationship with you are understanding where you are now, then discussing where you want to be. This helps us design fully personalized plans. It also helps ensure flexibility when needed. As we continually monitor your investments and wealth, we’re ready to present alternatives and adjust, according to unpredictable circumstances.

Working With People in all Professions

Our relationship is based on both where you are now and where you're going.

Individuals

Individuals

Educators

Educators

Business Owners

Business Owners

Physicians

Physicians

developing a steady, personalized roadmap

developing a steady, personalized roadmap

We analyze your financial goals and risk appetite, while conducting a careful analysis of your current assets to gauge their performance. We then develop a simple, effective plan to put you on the right track toward your goals. We also keep an eye on everything, updating and shifting strategies as needed. This approach means you can pursue greater confidence that you can better anticipate – and help meet – the unexpected and unpredictable.

Additional Resources

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
Learn More
To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Learn More

Our Services

Our passion for excellence and teamwork mentality has enabled us to develop a process designed to build, protect and maintain what you own. 

Explore Services

Our Team

CFG Advisors stresses a collaborative approach to help support your financial goals. Customized plans are backed by professionals with years of experience.

About the Firm

Contact Us

If you’re ready to learn more about building and maintaining your financial foundation, contact us for your no-obligation consultation.

Contact Us Today