CFG Wealth Management Service Inc
CFG Wealth Management Services Inc. is a personal financial fiduciary organization based in Indianapolis, IN, dedicated to assisting individuals and families in their pursuit of financial independence. By working closely with a limited number of clients, they aim to be the primary trusted advisers for crucial investment and financial decisions.
The firm specializes in investment portfolio management, financial planning, and retirement plan consulting, utilizing Certified Financial Planner professionals to ensure comprehensive evaluations and tailored strategies. With a focus on low-cost index exchange-traded funds and performance reporting, CFG Wealth Management Services is committed to achieving optimal risk-adjusted returns for their clients.
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