CFG Corp

CFG Corp is a financial planning and investment advisory firm based in Saugus, Town of, MA. With over three decades of experience, they provide personalized services to executives, business owners, high-net-worth individuals, and families, offering a comprehensive range of solutions including cash management, asset management, income tax planning, estate planning, insurance assessment, education funding, and retirement income planning.

Committed to building strong client relationships, CFG Corp takes a personal, collaborative, and flexible approach, recognizing the individual needs of each client and working consultatively with their other advisors. They strive to add value through accountability, productivity metrics, and transparency, providing access to investment tools and resources for better options.

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