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CFG was recently featured in Fortune, Money and Bloomberg Businessweek magazine
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Retirement Planning
Planning for retirement can be overwhelming. At CFG Wealth Management, our goal is to help you streamline and simplify the process, and to provide the tools and information ...
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Investments
Through our partnerships with Securities America, Inc. and Securities America Advisors, CFG Wealth Management offers a wide variety of investment products and fee based ...
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Estate Planning
Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should allow you to plan for the possibility of your ...
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Upcoming Seminars & Events
CFG Wealth Management regularly hosts educational seminars and other events. Please visit our Seminars and Events page for a schedule of upcoming events, or Contact Us for more information.
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Weekly Market Commentary
August 16th, 2021
The Job Openings and Labor Turnover Survey (JOLTS) exceeded expectations in June, adding 590k openings from the previous month, and is now at a record high of 10.073 million openings.
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Quarterly Market Commentary
October 1st, 2019
At the end of every quarter, The CFG Wealth Management investment team provides a Quarterly Market and Economic Commentary. This report focuses on what’s going on in the capital markets this quarter and provides our perspective and advice.
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Featured Companies Whose Employees We Work With:
  • SDG&E
  • Verizon
  • AT&T
  • RAYTHEON TECHNOLOGIES
  • NORTHROP GRUMMAN
  • Hewlett Packard
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