Broker Check

Physicians

CFG Advisors helps protect your financial health while you tend to the health of your patients and clients. As a trusted and approved member of AMA Insurance Agency’s Physicians Financial Partners program (PFP), we provide valuable resources to help you create a financial foundation to support your well-being and prosperity. Whether you are a practice principal or on staff at a hospital or clinic, you can count on CFG Advisors for actionable advice and investment services and products that can aid you in the present, while preparing you for your future.

Relevant Recommendations

Relevant Recommendations

As a healthcare provider, you have business and personal challenges that are different from other industries. These challenges require different financial and investment strategies. As a client with CFG Advisors, you get access to specialized products, education and information that is pertinent to your specific work situation and objectives.

knowledgeable professionals

knowledgeable professionals

The Physicians Financial Partners program is a subsidiary of the American Medical Association. The organization requires a rigorous approval process from financial professionals. This process also means that the CFG Advisors staff has the background and experience to provide solutions to help with your unique financial requirements.

Comprehensive Partnerships

Comprehensive Partnerships

CFG Advisors partnership with PFP gives you access to products and services that offer physician-specific benefits and resources. These industry-specific tools help you get a handle on your personal and business finances. The arrangement also means you benefit from investment strategies and products that can help protect and grow your practice operations and personal lifestyle.

Neither CFG Advisors, Curnes Financial Group or Cetera Advisor Networks LLC are affiliated with or endorsed by AMA Insurance Agency.

Our Approach

As an independent financial services firm, CFG Advisors has the experience to determine the beneficial financial solutions tailored to your specific needs.

Our Approach

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

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

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