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 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.