CFG Wealth Management - San Diego, California

CFG Wealth Management is a reputable financial planning firm, located at Address: 4370 La Jolla Village Dr Suite 630, San Diego, CA 92122, United States. With a focus on providing expert financial planning services, CFG Wealth Management has established itself as a reliable choice for those seeking financial security.

The firm can be reached at Phone: 8585503960. For those interested in learning more about the services offered, the firm's website is available at Website: cfgwmt.com.

Specialties

CFG Wealth Management specializes in financial planning, providing clients with the expertise needed to make informed decisions about their financial future. With a team of experienced professionals, CFG Wealth Management is equipped to handle a range of financial planning needs.

Other Points of Interest

The firm's location offers wheelchair-accessible parking, an accessible entrance, and an accessible toilet, making it accessible for all clients. Appointments are required, and it is recommended to schedule in advance. The firm has received a total of 20 reviews on Google My Business, with an average opinion of 4.6/5, reflecting the high level of satisfaction among clients.

Personal Experience

One satisfied client shared, "Got a call about one of their retirement seminars and decided I'd check it out. Blown away by the informative and professional presentation that was put on. Even better was that the CEO himself was the one working the seminar. Graydon's knowledge and reputation with financial planning, along with the glowing reviews I've heard from multiple coworkers, I know I'd be making a mistake if I didn't have CFG managing my finances."

Recommendation

For those looking for expert financial planning services, CFG Wealth Management is a top choice. With a proven track record of success, a convenient location, and a commitment to accessibility, CFG Wealth Management is a firm that can be trusted to help clients achieve their financial goals. Contact the firm today through their website at Website: cfgwmt.com to learn more about how they can help you plan for a secure financial future.

👍 Reviews of CFG Wealth Management

Lake Wilson

5/5

Got a call about one of their retirement seminars and decided I'd check it out. Blown away by the informative and professional presentation that was put on. Even better was that the CEO himself was the one working the seminar. Graydon's knowledge and reputation with financial planning, along with the glowing reviews I've heard from multiple coworkers, I know I'd be making a mistake if I didn't have CFG managing my finances.

Heather Feather

1/5

They advertised a free bottle of wine by attending zoom presentation. I attended via webex on Dec 15, 2020 and have yet to receive my wine. I have called and emailed SEVERAL times without any response or resolution. Seems to be a bait and switch tactic! They managed to respond so timely to get me to attend and now they can't manage to respond, to at least apologize for not sending the wine like they said they would! Poor ethics and communication, I would never trust them with my significant investment or any investment for that matter!!!!! If I could give no stars I would!!

Joana Cruz

5/5

This firm is very professional and has knowledgeable financial advisors. They do a great job at breaking down everything and provided me with thorough information that I did not know before meeting with Graydon.

london hunter-valls

5/5

I used to have an account with another financial advisor, but I decided to leave after I was offered a complimentary cash flow analysis and found out I would get a better deal at CFG. Been there for the last 3 years and have seen consistent positive growth on my account.

Chad Gibbon

5/5

Switching over to CFG Wealth Management was a great decision for me. Personalized attention, patient and knowledgeable advisors and a staff always willing to help. I would recommend to a friend.

Anthony Barragan

5/5

Graydon Coghlan is an outstanding person whose professionalism is exemplified in every manner. Clients absolutely love him and his work ethic.

Carol Devore

5/5

I Trust CFG Greatly.
The company takes exceptional time and concern in my investments.
I recommend CFG for anyone who wants their Retirement to sustain them for as Long as possible.

Micky Morales

5/5

I never been before In this place, but food was super delicious and good customer service Mario was really helpful and friendly, I order Cajun shrimp and taco combo was booming!!!