Planning for retirement can be overwhelming. At CFG Wealth Management, our goal is to help you streamline and simplify the process, and to provide the tools and information. Through our partnerships with Securities America, Inc. and Securities America Advisors, CFG Wealth Management offers a wide variety of investment products and fee based.
Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should allow you to plan for the possibility of your. CFG Wealth Management regularly hosts educational seminars and other events. Please visit our Seminars and Events page for a schedule of upcoming events, or Contact Us for more information.
Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should allow you to plan for the possibility of your. CFG Wealth Management regularly hosts educational seminars and other events. Please visit our Seminars and Events page for a schedule of upcoming events, or Contact Us for more information.
Services
At CFG Wealth Management, our mission is to provide quality and comprehensive personal service and expertise to our clients while maintaining the highest standards of professionalism and integrity. The needs of our clients always come first, and we make it our top priority to ensure that the expectations of our clients line up with the level of service we provide.
Advisors of CFG Wealth Management have worked with employees and retirees of San Diego Gas & Electric and the parent company, SDG&E/Sempra Energy, for many years, providing education, planning, retirement income strategies, and investment management solutions to employees looking for help and guidance.
Advisors of CFG Wealth Management have worked with employees and retirees of AT&T for many years, providing education, planning, retirement income strategies, and investment management solutions to employees looking for help and guidance. Through our years of experience working with AT&T employees, our Advisors have developed an in-depth knowledge of the company's employee retirement plans.
As members of the Communications Workers of America union, advisors at CFG Wealth Management are in a unique position that has allowed us to establish relationships with many CWA Locals throughout California. In order to address the planning and investment needs of CWA union members, we have established the CFG Wealth Management Network, which includes advisors in regional offices throughout California.
While we most commonly work with the employees of the companies listed under the myCompany menu, we also work with the employees of many other companies, both large and small. If you're interested in any of our planning or investment management services and your company is not listed, please contact us via email or call us at 800-884-5121 and one of our advisors will be happy to answer your questions and direct you further.
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