CFG Wealth Management - San Diego, California

CFG Wealth Management

CFG Wealth Management es una empresa de planificación financiera con sede en San Diego, California. Su ubicación es 4370 La Jolla Village Dr Suite 630, San Diego, CA 92122, Estados Unidos. Pueden comunicarse con ellos llamando al teléfono 8585503960 o visitando su sitio web cfgwmt.com.

Características y especialidades

CFG Wealth Management se especializa en financiadora de jubilación y ofrece servicios de planificación financiera personalizada. Su equipo de expertos en finanzas garantiza que sus clientes reciban asesoramiento confiable y orientado a sus necesidades específicas.

Otras características

• El edificio es acogedor y fácil de acceder para personas con discapacidad

• Hay un estacionamiento para coches con discapacidad y una entrada y un baño accesible
• Es necesario reservar una cita con anticipación

• Los clientes recomendaban esta empresa

Opiniones

CFG Wealth Management tiene 20 opiniones en Google My Business, con una media de 4.6/5 estrellas. Los clientes han elogiado a la empresa por su información detallada y profesional en presentaciones, así como por la transparencia y expertise del CEO.

👍 Reviews of CFG Wealth Management

Lake W.

5/5

Got a call about one of their retirement seminars and decided I'd check it out. Blown away by the informative and professional presentation that was put on. Even better was that the CEO himself was the one working the seminar. Graydon's knowledge and reputation with financial planning, along with the glowing reviews I've heard from multiple coworkers, I know I'd be making a mistake if I didn't have CFG managing my finances.

Heather M.

1/5

They advertised a free bottle of wine by attending zoom presentation. I attended via webex on Dec 15, 2020 and have yet to receive my wine. I have called and emailed SEVERAL times without any response or resolution. Seems to be a bait and switch tactic! They managed to respond so timely to get me to attend and now they can't manage to respond, to at least apologize for not sending the wine like they said they would! Poor ethics and communication, I would never trust them with my significant investment or any investment for that matter!!!!! If I could give no stars I would!!

Joana C.

5/5

This firm is very professional and has knowledgeable financial advisors. They do a great job at breaking down everything and provided me with thorough information that I did not know before meeting with Graydon.

london H.

5/5

I used to have an account with another financial advisor, but I decided to leave after I was offered a complimentary cash flow analysis and found out I would get a better deal at CFG. Been there for the last 3 years and have seen consistent positive growth on my account.

Chad G.

5/5

Switching over to CFG Wealth Management was a great decision for me. Personalized attention, patient and knowledgeable advisors and a staff always willing to help. I would recommend to a friend.

Anthony B.

5/5

Graydon Coghlan is an outstanding person whose professionalism is exemplified in every manner. Clients absolutely love him and his work ethic.

Carol D.

5/5

I Trust CFG Greatly.
The company takes exceptional time and concern in my investments.
I recommend CFG for anyone who wants their Retirement to sustain them for as Long as possible.

Micky M.

5/5

I never been before In this place, but food was super delicious and good customer service Mario was really helpful and friendly, I order Cajun shrimp and taco combo was booming!!!