Contact Us
We serve clients locally and nationwide through in-office or virtual meetings.
Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
Using the CFG Retirement Roadmap, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
EXCELLENT Based on 184 reviews Posted on Google Suzanne alexanderTrustindex 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 SteenTrustindex 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 DavenportTrustindex 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 NovitTrustindex 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 MenaleTrustindex 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 HornsteinTrustindex 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 SandersTrustindex 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.Posted on Google Ken BlairTrustindex verifies that the original source of the review is Google. We have appreciated Brian’s guidance and professionalism during the last 12 months.Posted on Google Donna SheetsTrustindex verifies that the original source of the review is Google. Andrew is always so knowledgeable and helpful.
