The Team CFG mobile app allows you to easily view account information such as balances, performance and investment positions. If you are a financial planning client, you can also view your plan and aggregate all of your financial accounts in one place. You can quickly send the CFG team a message or schedule a call with your advisor. The added document vault allows you securely retrieve and upload documents.
For more information about our planning process or investment management services, please visit us at www.cfgfinancialplanning.com.