CFG Wealth Management
Investment Management
4370 La Jolla Village Dr.
13 employees
- Employees
- 13
- Contacts
- 2
- Emails
- 2
CFG Wealth Management Overview
- Headquarters
- 4370 La Jolla Village Dr.
- Phone Number
- Available in AeroLeads
- Website
- cfgwmt.com
- Industry
- Investment Management
- Employees
- 13
- Founded
- 2002
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About CFG Wealth Management
At CFG Wealth Management, our mission is to provide quality and comprehensive personal service and expertise to our clients while maintaining the highest standards of professionalism and integrity. The needs of our clients always come first, and we make it our top priority to ensure that the expectations of our clients line up with the level of service we provide. Service and personal attention are paramount, and we will continuously strive to help you reach your goals as you plan for and enjoy retirement. Rest assured that as a client of CFG Wealth Management, you have a Trusted Advisor on your side. Please visit our website below for full disclosures. Third-party comments may not be representative of all customer experiences.
CFG Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
CFG Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Daryle-Lynn Roberts | Equestrian and Sports Enthusiast. | Savannah, Georgia, United States |
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|
| Maddy Hisle | Client Services at Cfg Wealth Management | Lawrence, Kansas, United States |
Email
|
| Travis Chance, Cfp®, Ricp®, Cltc® | President/ Financial Planner at Cfg Wealth Management, Llc. | Statesboro, Georgia, United States |
Email
|
| Lamont Chandler | Helping Executives & Professionals Eliminate Stress & Maximize Options in Your Company-sponsored Retirement Plans |
View
|
Employees by Management Level
Individual contributor
5 profiles
Executive
1 profile
Director
1 profile
Associate / junior
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 1 | 1 | 0 |
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