Collective Financial Group

www.cfgpro.com

Collective Financial Group is an insurance and financial services organization currently made up of ten independent financial services firms based primarily in the Midwest. CFG believes sharing administrative, compliance and practice management resources enhances each firm’s ability to provide high quality insurance and financial solutions through a meaningful customer experience. CFG also believes in providing a unique and positive culture that is becoming tough to find in the industry. “Through the creation of CFG, our firms and advisors will have the scale necessary for access to more resources, knowledge, experience and talent while at the same time each firm will be able to continue operating with its own identity” -Tim Strellner, Managing Partner Collective Financial Group is an insurance and financial services organization currently made up of ten independent financial services firms based primarily in the Midwest. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. 576-20180522-454814

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Collective Financial Group is an insurance and financial services organization currently made up of ten independent financial services firms based primarily in the Midwest. CFG believes sharing administrative, compliance and practice management resources enhances each firm’s ability to provide high quality insurance and financial solutions through a meaningful customer experience. CFG also believes in providing a unique and positive culture that is becoming tough to find in the industry. “Through the creation of CFG, our firms and advisors will have the scale necessary for access to more resources, knowledge, experience and talent while at the same time each firm will be able to continue operating with its own identity” -Tim Strellner, Managing Partner Collective Financial Group is an insurance and financial services organization currently made up of ten independent financial services firms based primarily in the Midwest. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. 576-20180522-454814

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Country

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State

Iowa

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City (Headquarters)

Cedar Rapids

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Employees

1-10

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Founded

2016

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Vice President , Sales and Development

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President Contracting / Commissions

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Technology

    Email ****** @****.com
    Phone (***) ****-****
  • Osh Delegate

    Email ****** @****.com
    Phone (***) ****-****

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