Everyone’s situation is different – distinct goals, time frames, resources and values – some of the factors we incorporate when designing customized investment programs that synchronize with each client’s unique circumstances. Cookie-cutter, “one-size-fits-all” approaches are not used; instead, we create (and continue to monitor and adjust as appropriate) strategies to help clients build and preserve wealth towards objectives that are paramount to them.
Combine Chris’s 35-years of direct, meaningful work with clients through all types of markets with a staff passionate about anticipating client needs and surpassing their expectations, and you have the CFG team. We are committed to delivering “blue ribbon” service: accessible, intuitive, responsive and maintaining close, regular contact to ensure we understand what the mission of your money needs to be.
Investment Advisor Representative/Managing Member
(203) 403-3804 Ex.2
(203) 403-3804 Ex.1
Client Services Manager
(203) 403-3804 Ex.7
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We’ll help you address the needs you have today as well as the goals you aspire to in the future.