Friends & Family Program

Want your loved ones to experience the kind of financial confidence you’ve found from working with us on a well-thought-out financial strategy?
When you refer a friend or family member to our firm, we reach out to ensure they are comfortable talking with us. If they are, we’ll discuss the best way for us to connect – at an event, over the phone or during an in-person visit.
Unlike some awkward, salesy referral programs, we think of referrals as a positive way to make a difference in someone’s life. That’s why we encourage you to become an advocate for your referral’s financial well-being and celebrate the courage it takes to face one’s finances head-on!
Think about the people you know who are:

Facing the loss of a loved one
Undergoing a medical crisis
Thinking about retiring early
Concerned about running out of money
Unsure about paying for long-term care
Interested in tax-efficient income planning, preserving assets or avoiding probate
There’s never any pressure – just a listening ear and thoughtful guidance on their financial situation.

Submit a Referral

Referred here by a friend or family member?

We think of you as part of our family and would love to welcome those you care about to join our family firm.

      EXCELLENT  
   Based on 193 reviews 
    
 
 
 
   
 
 
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   Eric Jackson 
 
 
 
 Trustindex verifies that the original source of the review is Google. I've known Brian since he came into the business. His (and his teams) ability to grow into a full fledged retirement / tax advisory  skill set are second to none. I was in the business for several years and if you want fully commited client-centric advice he's your guy.
  
 
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   Michael Elliott 
 
 
 
 Trustindex verifies that the original source of the review is Google. My wife and I have been working with Brian Quick for years now.  Could not be more pleased with the service he has provided, advice and support in all of my financial planning.  CFG has been a great financial planning company to work with.

The tax planning and Roth IRA conversion advice have been excellent.  It all seems to be working even better than planned.  If you are looking for a good financial group to work with this is one you can put your trust in.
  
 
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   Debbie Campbell 
 
 
 
 Trustindex verifies that the original source of the review is Google. Got so much great, helpful info from Andrew today.
  
 
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   George Taylor 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brian is a great consultant to work with.  He is very knowledgeable and has helped us so much.  All the staff is very welcoming and friendly.
  
 
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   Gary Miller 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sound advice and ideas for the future
  
 
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   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.
  
 
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   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.
  
 
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   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.