CFG Wealth Management, LLC

Overview

CFG Wealth Management, LLC is a privately held advisory business organized as a limited liability company and owned by an individual. The firm describes itself as a capital allocator that provides financial planning, selects outside advisors on behalf of clients, and conducts educational seminars and workshops. Compensation methods listed include hourly charges, fixed fees and other fee arrangements. CFG does not identify as an active ESG investor, does not operate as a multistate adviser, and is not classified as a newly formed adviser or a pension consultant. The firm also lists an industry affiliation with an insurance company.

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