What is CFG's NAICS code?

CFG's NAICS code is 52 (Finance and Insurance).

Insights

Growth potential Small to mid-sized regional financial services firm with 51-200 employees and revenue in the multi-million range presents an opportunity for scalable technology, risk management, and compliance solutions tailored to mid-market financial services firms.

Regulatory readiness Adherence to FINRA/SIPC and collaboration with multiple advisory and brokerage entities indicates a need for robust regulatory reporting, cybersecurity, data governance, and vendor risk management to support complex compliance requirements.

Digital modernization Technology stack includes WordPress, Azure DNS, Microsoft 365, and legacy PHP/jQuery components, signaling opportunities for modernization services such as secure web platforms, cloud-native apps, data analytics, and UX improvements.

Product diversification Offerings span portfolio advisory and insurance services, suggesting cross-sell potential for integrated financial planning platforms, insurance tech integration, and advisor workflow tools to enhance client decisions.

Strategic partnerships Active engagement with third-party advisors and broker networks implies appetite for partner ecosystems, co-marketing, and white-label solutions to extend reach in 11-state footprint.

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CFG Tech Stack

CFG uses 8 technology products and services including WordPress, Microsoft Azure DNS, Microsoft 365, and more. Explore CFG's tech stack below.

WordPress
Content Management System
Microsoft Azure DNS
Domain Name Services
Microsoft 365
Email
Google Fonts API
Font Scripts
Twemoji
Font Scripts
jQuery
Javascript Libraries
PHP
Programming Languages
prettyPhoto
Web Tools And Plugins

Media & News

CFG's Email Address Formats

CFG uses at least 1 email format:

CFG Email Formats	Example	Percentage
FLast@e-cfg.com	JDoe@e-cfg.com	100%

Frequently Asked Questions

What is CFG's phone number?

You can contact CFG's main corporate office by phone at

+1-985-876-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CFG's stock symbol?

CFG is a publicly traded company; the company's stock symbol is CFG.

What is CFG's official website and social media links?

CFG's official website is e-cfg.com and has social profiles on LinkedIn.

How much revenue does CFG generate?

As of September 2026, CFG's annual revenue is estimated to be $10M - $25M.

What is CFG's SIC code and NAICS code?

CFG's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does CFG have currently?

As of September 2026, CFG has approximately 89 employees across 4 continents, including North America, Europe and Africa. Key team members include President: M. K., Financial Planning Analyst: J. K. and Retired From Cfg: J. R. Explore CFG's employee directory with LeadIQ.

What industry does CFG belong to?

CFG operates in the Financial Services industry.

What technology does CFG use?

CFG's tech stack includes WordPress, Microsoft Azure DNS, Microsoft 365, Google Fonts API, Twemoji, jQuery, PHP and prettyPhoto.

What is CFG's email format?

CFG's email format typically follows the pattern of FLast@e-cfg.com. Find more CFG email formats with LeadIQ.

When was CFG founded?

CFG was founded in 1986.

CFG

Q: What is CFG's official website and social media links?

CFG's official website is e-cfg.com. CFG has social profiles on LinkedIn.

Q: How many employees does CFG have currently?

CFG has approximately 89 employees.

Q: What technology does CFG use?

CFG's tech stack includes WordPress, Google Fonts API, Microsoft Azure DNS, PHP, prettyPhoto.

Financial ServicesPennsylvania, United States51-200 Employees

CFG is a financial services firm based in Reading, Pennsylvania, that began operating in 1986 and serves clients across 11 states. The firm emphasizes helping clients navigate the wide array of market products through a client-centric goal planning approach, with a focus on giving clients peace of mind about their financial affairs. Its offerings include portfolio advisory services provided through Cambridge Investment Research Advisors and insurance services through CFG Insurance, with securities transactions conducted through LPL Financial and investment advice offered by Independent Advisor Alliance, a registered investment adviser. CFG describes its model as supportive guidance to help clients select appropriate investment and insurance solutions within a broad financial marketplace.