CFG Retirement

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

4550 77th St W Ste 380, Edina, Minnesota...

Phone Number

(952) 657-7470

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About CFG Retirement

CFG Retirement is a family-owned financial advisory firm based in Minnesota, dedicated to providing personalized financial planning services to families in the Twin Cities and beyond. Their mission is to help clients manage their wealth and assets effectively, enabling them to achieve their financial goals and create memorable experiences in retirement. The firm offers a range of services, including retirement planning and tax strategy advice, with a focus on innovation and purpose. CFG Retirement aims to empower clients to take control of their financial future through tailored strategies and expert guidance.Explore more
CFG Retirement's Social MediaSIC Code 62,628NAICS Code 52,523Show more

CFG Retirement Org Chart

PhoneEmail
Vincent Oldre, President at CFG Retirement
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CFG Retirement

<$5M
1-10
Private
-
2017
Vincent Oldre, President at CFG Retirement
Vincent OldrePresident
<$5M
1-10
Private
-
2017
DC
Dennis CoralManaging Director - Wealth Advisor
<$5M
1-10
Private
-
-
EB
Erin BlueFinancial Consultant and Vice President
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CFG Retirement Tech Stack

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Frequently Asked Questions Regarding CFG Retirement

What is CFG Retirement's official website?
CFG Retirement's official website is www.cfgretirement.com
What is CFG Retirement's Revenue?
CFG Retirement's revenue is <$5 Million
What is CFG Retirement's SIC code?
CFG Retirement's SIC: 62,628
What is CFG Retirement's NAICS code?
CFG Retirement's NAICS: 52,523
How many employees does CFG Retirement have?
CFG Retirement has 1-10 employees
What industry does CFG Retirement belong to?
CFG Retirement is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is CFG Retirement competition?
CFG Retirement top competitors include: Coral Wealth Management, Logic Wealth Strategies
What technology does CFG Retirement use?
Some of the popular technologies that CFG Retirement uses are: WordPress.org, PHP, Cloudflare Website Optimization, Adobe Typekit
How do I contact CFG Retirement?
CFG Retirement contact info: Phone number: (952) 657-7470 Website: www.cfgretirement.com
What does CFG Retirement do?

CFG Retirement is a family-owned financial advisory firm based in Minnesota, dedicated to providing personalized financial planning services to families in the Twin Cities and beyond. Their mission is to help clients manage their wealth and assets effectively, enabling them to achieve their financial goals and create memorable experiences in retire... ment. The firm offers a range of services, including retirement planning and tax strategy advice, with a focus on innovation and purpose. CFG Retirement aims to empower clients to take control of their financial future through tailored strategies and expert guidance.Read More

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

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