Why CFG?

With an 80 year tradition of being family owned and operated, we understand the importance of trust and continuity.

John is a Lifetime member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales in performance in the insurance and financial services industry.

We have access to a team of 40 professionals experienced in law, taxation, accounting, business, insurance, finance, and philanthropic planning through John’s membership with The Nautilus Group®, a service of New York Life and Eagle Strategies, LLC a Registered Investment Advisor (RIA).

With access to 70 leading institutional investment companies our Eagle Strategies Investment Advisory Representatives (IAR) can tailor a portfolio to meet the needs for both active and passive investors.

We offer clients their own Personal Financial Website allowing them to link accounts from any financial institutions.

We find that our most successful relationships are a result of collaboration with a client, his current advisers and our team. This team approach complements and strengthens your financial realities.

We hold ourselves to the highest industry standard allowing clients piece of mind. Every employee is licensed and completes annual continuing education requirements.

We answer directly to you.

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