CFG Employee Directory

Q: What is CFG known for?

CFG was founded in 1986. CFG operates in the Financial Services industry.

Q: How many employees does CFG have currently?

CFG has approximately 93 employees.

Q: Who are CFG's key employees and leadership?

CFG's key employees include: President: M. K..

Financial ServicesUnited 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.

Find CFG employees' phone numbers or email addresses

CFG Global Highlights

North America
4

United States Of America
4

Asia
1

Japan
1

CFG's Leadership

M. K.
President
Mobile Phone
Email
J. K.
Financial Planning Analyst
Mobile Phone
Email
J. R.
Retired From Cfg
Mobile Phone
Email
T. C.
Df
Mobile Phone
Email

Contact profiles from CFG

Name

Title

Contact Info

Location

Last Update

M. K.
President
Mobile Phone
Email
United StatesPennsylvania
Oct 27, 2025
J. K.
Financial Planning Analyst
Mobile Phone
Email
United StatesNew York
Jul 22, 2024
J. R.
Retired From Cfg
Mobile Phone
Email
United StatesGeorgia
Oct 17, 2024
T. C.
Df
Mobile Phone
Email
United StatesTennessee
Oct 22, 2024

Frequently Asked Questions

What is CFG known for?

CFG was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 2433 Morgantown Road, Suite 103 Reading, PA 19607, US; you can contact the main corporate office by phone at

+1-985-876-****

. Explore CFG's company overview page for more information.

What is CFG's most common email format?

CFG employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CFG email formats with LeadIQ.

How many employees does CFG have currently?

CFG has approximately 93 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are CFG's key employees and leadership?

As of December 2025, CFG's key employees include:

President: M. K.
Financial Planning Analyst: J. K.
Retired From Cfg: J. R.
Df: T. C.

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