Insights

Client-Centric Approach CFG’s emphasis on personalized goal planning and comprehensive financial advice presents an opportunity to offer tailored financial technology solutions that enhance client engagement and streamline advisory processes.

Growth through Acquisitions Recent acquisition of Matrix Capital Markets indicates a strategic intent to expand sector-specific advisory services, suggesting potential for partnerships in financial technology tools that support sector analysis and sector-focused advisory growth.

Technology Stack Insights The current technology stack, including WordPress, jQuery, and PHP, reveals scope for modernization or integration services to improve website performance, client portal capabilities, and overall digital presence.

Market Expansion Potential With operations in 11 states and participation in major industry conferences, CFG is positioning for further regional or national expansion, which opens opportunities for marketing automation, CRM enhancements, and scalable technology solutions.

Financial Services Outlook As a firm offering securities and insurance services with a revenue range of 1M to 10M, CFG is a prime candidate for targeted financial compliance, risk management solutions, and innovative investment advisory tools tailored to mid-sized financial firms.

CFG Email Formats	Example	Percentage
FLast@e-cfg.com	JDoe@e-cfg.com	50%
FLast@e-cfg.com	JDoe@e-cfg.com	50%

CFG Email Formats

Example

Percentage

FLast@e-cfg.com

JDoe@e-cfg.com

50%

FLast@e-cfg.com

JDoe@e-cfg.com

50%

Frequently Asked Questions

Where is CFG's headquarters located?

CFG's main headquarters is located at 2433 Morgantown Road Suite 103 Reading, Pennsylvania 19607 United States. The company has employees across 2 continents, including North AmericaAsia.

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.

What is CFG's SIC code NAICS code?

CFG's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does CFG have currently?

As of February 2026, CFG has approximately 93 employees across 2 continents, including North AmericaAsia. Key team members include President: M. K.Financial Planning Analyst: J. K.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 WordPressGoogle Fonts APITwemojijQueryPHPprettyPhoto.

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 93 employees.

Q: What technology does CFG use?

CFG's tech stack includes Google Fonts API, Twemoji, PHP, WordPress, prettyPhoto.

Financial ServicesPennsylvania, United States51-200 Employees

CFG is a financial services firm based in Reading, PA.  The firm began operations in 1986 and services clients in 11 different states.  CFG has several unique emphases, both in its approach and offerings.

We emphasize a client centric goal planning approach in order to foster an environment where clients have peace of mind about their financial affairs.  All representatives of the firm are dedicated to helping clients find their way through the maze of products available in the market.  Presentations are geared to helping the client make decisions that satisfy their investment and insurance needs.  We offer portfolio advisory services through Cambridge Investment Research Advisors, and insurance services through CFG Insurance.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance (IAA), a registered investment advisor.                                                              
IAA and CFG are separate entities  from LPL Financial.

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CFG Tech Stack

Media & News

Citizens Financial Group to Participate at the 2026 RBC Capital Markets Financial Institutions Conference

Channing Capital Management LLC Takes Position in Citizens Financial Group, Inc. $CFG

Citizens Financial Group (CFG) Up 0.5% Since Last Earnings Report: Can It Continue?

Aberdeen Group plc Sells 11,217 Shares of Citizens Financial Group, Inc. $CFG

Citizens Financial Strengthens Advisory Platform With Matrix Deal

Why Citizens Financial Group (CFG) is a Top Value Stock for the Long-Term

Citizens Financial Group Adds to Advisory Capabilities with Acquisition of Matrix Capital Markets Group

CFG's Email Address Formats