CBG

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

14074 Trade Center Dr Ste 151, Fishers, ...

Phone Number

(317) 257-7400

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management Accounting for Legal Practices
ZI Rank: 2
Signal Type
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ZI Rank
1
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About CBG

CBG Financial Planning is a dental-specific financial consulting firm that offers services in financial planning, tax preparation, accounting, investment advisory, and transition consulting. The firm caters to emerging, established, and exiting dentists, helping them achieve their financial goals, manage cash flow, and plan for retirement. CBG's team of experienced advisors provides tailored strategies to address the unique financial needs of dental professionals. With a focus on long-term financial success, CBG aims to support dentists at every stage of their career.Explore more
CBG's Social MediaPopular SearchesCbg & Company IncCbg & CoCBG Financial PlanningCbg IncCbg Secure Investments, Llc (cbg Acquisitions, Llc...SIC Code 62,628NAICS Code 52,523Show more

CBG Org Chart

PhoneEmail
SK
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Accounting & Cpa Tax Director

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NC
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Principal - CPA, CFP, MBA

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CG
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Partner

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DG
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Investment Analyst

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KC
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Credit Representative

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MV
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Bookkeeper

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CBG

<$5M
1-10
Private
-
2013
SK
Susan KinniusAccounting & Cpa Tax Director
<$5M
1-10
Private
-
2020
BT
Brian ThomasManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2003
BS
Bobby SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
2013
BC
Bryce CareyPartner, CERTIFIED FINANCIAL PLANNER Practitioner
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
<$5M
1-10
Private
-
-
OP
Olivia PapaFinancial Professional
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

CBG is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CBG is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CBG.

CBG Tech Stack

A closer look at the technologies used by CBG

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Frequently Asked Questions Regarding CBG

What is CBG's official website?
CBG's official website is www.cbgfinancialplanning.com
What is CBG's Revenue?
CBG's revenue is <$5 Million
What is CBG's SIC code?
CBG's SIC: 62,628
What is CBG's NAICS code?
CBG's NAICS: 52,523
How many employees does CBG have?
CBG has 1-10 employees
What industry does CBG belong to?
CBG is in the industry of: Finance, Business Services, Securities Trading
What is CBG competition?
CBG top competitors include: Sopher Financial Group, Wealth Advisory Services, Arlington Wealth Planning, OWL Private Wealth Advisors
What technology does CBG use?
Some of the popular technologies that CBG uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact CBG?
CBG contact info: Phone number: (317) 257-7400 Website: www.cbgfinancialplanning.com
What does CBG do?

CBG Financial Planning is a dental-specific financial consulting firm that offers services in financial planning, tax preparation, accounting, investment advisory, and transition consulting. The firm caters to emerging, established, and exiting dentists, helping them achieve their financial goals, manage cash flow, and plan for retirement. CBG's te... am of experienced advisors provides tailored strategies to address the unique financial needs of dental professionals. With a focus on long-term financial success, CBG aims to support dentists at every stage of their career.Read More

What are CBG social media links?
CBG Linkedin page CBG Facebook page
Is CBG a public company?
CBG is private company therefore does not currently have an official ticker symbol
See more information about CBG

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