CFG Retirement

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

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

Phone Number

(952) 657-7470

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 4
Signal Type
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Feb
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Jun
ZI Rank
1
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4

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 enjoy a fulfilling retirement. The firm offers a range of services, including retirement planning, tax strategies, and investment advice, with a focus on innovation and purpose. CFG Retirement aims to empower clients to take control of their financial futures and create memorable experiences.Explore more
CFG Retirement's Social MediaPopular SearchesCfg RetirementCfg Insurance Services Inccfg retirement services IncSIC Code 62,628NAICS Code 52,523Show more

CFG Retirement Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CFG Retirement

<$5M
1-10
Private
-
2017
EO
Emily OldreHead of Human Resources
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2004
PE
Patricia EllisFinancial Advisor & Assistant
<$5M
1-10
Private
-
2007
EB
Ernest BonnoittRegistered Investment Advisor & Representative
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
2017
Dennis Coral, Managing Director - Wealth Advisor at Coral Wealth Management
Dennis CoralManaging Director - Wealth Advisor
<$5M
1-10
Private
-
-
DW
Diedra WilliamsClient Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

CFG Retirement Tech Stack

A closer look at the technologies used by CFG Retirement

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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
What is CFG Retirement competition?
CFG Retirement top competitors include: Coral Wealth Management, Bonnoitt Financial Group, Phase 2 Wealth Advisors, 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 enjoy a fulfilling retirement. The fir... m offers a range of services, including retirement planning, tax strategies, and investment advice, with a focus on innovation and purpose. CFG Retirement aims to empower clients to take control of their financial futures and create memorable experiences.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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