CFR Capital Group

We believe in providing customized financial solutions and a blueprint for your life through dedicated customer service.

General Information
Company Name
CFR Capital Group
Founded Year
-
Location (Offices)
Phoenix, United States +1
Founders / Decision Makers
Number of Employees
10
Industries
Financial Services, Insurance, Wealth Management
Funding Stage
-
Social Media

CFR Capital Group - Company Profile

CFR Capital Group is a comprehensive wealth management firm, dedicated to providing customized financial solutions. The company aims to meet the financial needs of the community members by offering an all-encompassing approach. CFR Capital Group's slogan emphasizes their commitment to offering dedicated customer service, underlining their focus on personalized financial strategies. The firm offers a range of services, including securities, investment advisory, and insurance services through affiliated entities. With a focus on the financial services, insurance, and wealth management industries, CFR Capital Group operates under the umbrella of Avantax Investment Services℠ and Avantax Advisory Services℠. Although specific details about the company’s founding date and headquarters are not provided, CFR Capital Group's commitment to providing tailored financial solutions and a blueprint for their clients' lives is evident. As per the available data, there is no information on the last investment received by CFR Capital Group or the investors involved in the latest funding round. The company's website, www.Avantax.com/social_policy/, holds additional information. Overall, CFR Capital Group's focus on comprehensive wealth management and dedication to providing personalized financial solutions aligns with the increasing demand for tailored financial services in the market. The company's association with Avantax Investment Services℠ and Avantax Advisory Services℠ further strengthens its position in the financial services sector.

Taxonomy: comprehensive wealth management, financial planning, investment services, insurance services, retirement planning, tax planning, structured retirement income, legacy planning, bookkeeping, financial advisory, community financial needs

Funding Rounds & Investors of CFR Capital Group (0)

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There is no investment information

Latest News of CFR Capital Group

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No recent news or press coverage available for CFR Capital Group.

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