The CFG
Finance · Pennsylvania, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
2433 Morgantown Rd Ste 103, Reading, Pen...Phone Number
(610) 796-9820Website
www.assetmgtplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About The CFG
CFG is a financial services firm based in Reading, PA. The firm began operations in 1986 and services clients in 11 different states. CFG has several unique emphases, both in its approach and offerings. We emphasize a client centric goal planning approach in order to foster an environment where clients have peace of mind about their financial affairs. All representatives of the firm are dedicated to helping clients find their way through the maze of products available in the market. Presentations are geared to helping the client make decisions that satisfy their investment and insurance needs. We offer portfolio advisory services through Cambridge Investment Research Advisors, and insurance services through CFG Insurance. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance (IAA), a registered investment advisor. IAA and CFG are separate entities from LPL Financial.Explore more
The CFG Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is The CFG your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Website visits: Recent activity has been detected on your website
Product Launch: Get notified when The CFG launches new products
Earning: See what the market has to say on The CFG recently announced quarterly report
Congratulate Masked Content for being promoted to Masked Content at The CFG
The CFG, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if The CFG is spiking on competitors!
Click to see if The CFG had a recent Job posting/layoffs
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Funding: Get notified immidiatlly once The CFG has new funding data
Check if The CFG has recently received funding, and reach out quickly before it becomes old news!
Recommended Actions
Reach out to Masked Content who joined The CFG as Masked Content
Find 2 more new buyers
Compare Similar Companies to The CFG
Compare insights from companies similar to The CFG, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
The CFG is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
The CFG is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The CFG.
The CFG Tech Stack
A closer look at the technologies used by The CFG
Top Finance Companies
Top companies in Australia by revenue
Frequently Asked Questions Regarding The CFG
Sign Up For FreeTo access detailed company insights
CFG is a financial services firm based in Reading, PA. The firm began operations in 1986 and services clients in 11 different states. CFG has several unique emphases, both in its approach and offerings. We emphasize a client centric goal planning approach in order to foster an environment where clients have peace of mind about their financial affai... Read More
