Collective Financial Group is an insurance and financial services organization currently made up of ten independent financial services firms based primarily in the Midwest.
CFG believes sharing administrative, compliance and practice management resources enhances each firm’s ability to provide high quality insurance and financial solutions through a meaningful customer experience.
CFG also believes in providing a unique and positive culture that is becoming tough to find in the industry.
“Through the creation of CFG, our firms and advisors will have the scale necessary for access to more resources, knowledge, experience and talent while at the same time each firm will be able to continue operating with its own identity” -Tim Strellner, Managing Partner
Collective Financial Group is an insurance and financial services organization currently made up of ten independent financial services firms based primarily in the Midwest.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. 576-20180522-454814
Company Details
- Employees
- 10
- Founded
- -
- Address
- 4840 North River Boulevard Ne,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cfgpro.com
- Keywords
- Cedar Rapids.
- HQ
- Cedar Rapids, IA
Collective Financial Group Questions
Collective Financial Group's website is cfgpro.com
Collective Financial Group's LinkedIn profile is https://www.linkedin.com/company/collective-financial-group
Collective Financial Group has
10 employees.
View email and phone details for 10
employees at Collective Financial Group.
Collective Financial Group's industry is
Financial Services
Collective Financial Group's top competitors are
Cetera Financial Group,
O'brien Benefits & Financial Services Inc.,
Randy Kuehl Honda,
Financial Decisions Group,
Advisor's Advantage Network,
Tippett Moorhead & Haden, An Alera Group Company,
Strellner Financial Group,
Colt Strategic,
Investmentnews,
Charles Schwab.
Collective Financial Group's categories are Financial Services
Collective Financial Group's founding year is 2016
