Financial planning for individuals 50+ that have saved well & want help with retirement

 
 
 
 
  EXCELLENT  
  
 Based on 187 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Jon Arena 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Our financial advisor Andrew and the staff our awesome. They always keep us up to date with the entire process, options and time-frames. There is no pressure/hard sales at all.Awesome service.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Peggy 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
This group is great to work with. They are very helpful and knowledgeable in their field.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Monica Carl 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
My husband and I met Brian at a 'Taxes in Retirement' seminar that he hosted.  While we had a good handle on our retirement planning, Brian's input really took it to another level.  He is knowledgeable and patient and will explain concepts until you clearly understand not only what he's recommending, but why.  His staff are professional and responsive and they keep us updated on the status of our accounts, especially during any activity that they initiate.  Brian offers appointments in person (which is something that not all Investment Advisors offer) or via zoom.  He's been great to work with and we highly recommend him.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Suzanne alexander 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Andrew is knowledgeable and detailed.  Every review or update he is prepared with information and options.  We couldn’t be more satisfied with our choice for financial advisors.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 J Steen 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Brian Quick is a very knowledgeable, professional and friendly financial advisor. I highly recommend him! He has been extremely professional, helping us develop a good financial plan for our retirement. Everyone on his staff has also been very friendly and helpful.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Gerald Davenport 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Brian and his staff are great to work with!  Brian is especially knowledgeable at explaining the pitfalls of the tax implications of 401Ks as well as the strategies to reduce the tax burden.   He is easy to talk to and provides quick responses to any questions my wife and I have.  I highly recommend CFP no only for those who have retired and are the things the hard way, but for those who have several years to go before retirement.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Edward Novit 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
My wife and I have been clients of CFG for about eight years, working with Brian Quick. We are extremely satisfied with the guidance and advice we’ve received and truly enjoy working with him. He helped us prepare for retirement while I was still working and now continues to guide us through retirement with sound advice and regular plan updates.

Brian and his staff are knowledgeable, responsive, and easy to work with. He explains financial concepts in terms we can understand and provides sound guidance on investment strategy, retirement income and Social Security planning, and which accounts to draw from at different stages of retirement. We highly recommend Brian and the entire CFG team.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Sergio Menale 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
The Professionalism is wonderful to have in the staff. We have been with this group for a number of years and have been very happy. The front office girls are amazing.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Randy Hornstein 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We are currently consumers of our retirement savings. Switched to CFG because of their reputation for tax planning and expertise in navigating the retirement years.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Ellen Sanders 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We have been working with Brian Quick for the past several years and he has done a great job not just with our investments, but also with tax planning and Medicare. We love the complete approach Brian takes to our financial health.