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.