CFG

CFG is a financial services firm based in Reading, PA, and has been operating since 1986, serving clients in 11 different states. The company stands out with its client-centric goal planning approach, aiming to provide clients with peace of mind regarding their financial affairs. It takes a personalized approach with a focus on helping clients navigate the complex array of financial products available in the market and make well-informed decisions to meet their investment and insurance needs. CFG offers portfolio advisory services through Cambridge Investment Research Advisors and insurance services through CFG Insurance. It partners with LPL Financial, where securities are offered, and Independent Advisor Alliance (IAA), a registered investment advisor providing investment advice. It's worth noting that IAA and CFG are separate entities from LPL Financial. As of now, there is no information available about the last investment round or the participating investors. Overall, CFG presents a strong emphasis on personalized financial planning and a diverse range of offerings including portfolio advisory and insurance services, making it a notable player in the financial services space.