CFG Company Profile, Contacts & Intelligence

Financial Services2433 Morgantown Road93 employeesFounded 1986
1 contact with email or phone data1 with email data1 with phone data
View verified contacts Compare competitors
Employees
93
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 1 visible contacts
Departments
1
Mapped contact coverage

CFG Overview

CFG is a financial services firm based in Reading, PA. The firm began operations in 1986 and services clients in 11 different states. CFG has several unique emphases, both in its approach and offerings. We emphasize a client centric goal planning approach in order to foster an environment where clients have peace of mind about their financial affairs. All representatives of the firm are dedicated to helping clients find their way through the maze of products available in the market. Presentations are geared to helping the client make decisions that satisfy their investment and insurance needs. We offer portfolio advisory services through Cambridge Investment Research Advisors, and insurance services through CFG Insurance. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance (IAA), a registered investment advisor. IAA and CFG are separate entities from LPL Financial.

Headquarters
2433 Morgantown Road
Website
www.e-cfg.com
Industry
Financial Services
Founded
1986
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Goal Planning Retirement Planning Wealth Management

CFG Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data and 1 with phone data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
General
1

CFG People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

G
Gerry Kaufhold
Free Lance Multimedia Producer, Writer
EP

CFG Workforce Composition

Seniority breakdown across 14 visible profiles.

Individual contributor
8
Manager
3
Executive
2
Associate / junior
1

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