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CFG Wealth Management - San Diego, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 4370 La Jolla Village Dr Suite 630, San Diego, CA 92122.
Phone: 8585503960.
Website: cfgwmt.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 4.6/5.

📌 Location of CFG Wealth Management

CFG Wealth Management 4370 La Jolla Village Dr Suite 630, San Diego, CA 92122

☎️8585503960

⏰ Open Hours of CFG Wealth Management

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Overview of CFG Wealth Management

CFG Wealth Management, located at 4370 La Jolla Village Dr Suite 630, San Diego, CA 92122, stands out as a reputable financial advisor service. They can be reached at Phone: 8585503960 and their professional services are accessible through their Website: cfgwmt.com.

Key Features and Accessibility

CFG Wealth Management prides itself on being fully wheelchair accessible, ensuring that everyone can visit their office comfortably. The establishment boasts a wheelchair accessible entrance, a parking lot and a restroom designed to accommodate individuals with mobility needs. This inclusive approach underscores their commitment to providing comprehensive financial services to a diverse clientele.

Specializations and Guidance

The firm specializes in providing expert financial planning services. Their focus on this area indicates a deep understanding and dedication to helping clients manage their financial future effectively. For those seeking professional advice tailored to individual needs, CFG Wealth Management offers a wealth of knowledge and experience.

Customer Opinions and Experience

The company has garnered a commendable 20 reviews on Google My Business, with an impressive average rating of 4.6/5. Many reviewers commend CFG for their informative and professional seminars, particularly appreciating that the CEO, Graydon, personally conducts them. This personal touch, combined with the glowing feedback from multiple sources, suggests a company that not only values its clients but also delivers on its promises.

Recommendations and Next Steps

For anyone considering their financial future, it's highly recommended to reach out to CFG Wealth Management. Their commitment to customer satisfaction, as reflected in the online reviews, promises a valuable consultation experience. Given their appointment required policy and the recommendation to appointments recommended, it's clear that they take their role seriously, ensuring clients receive the attention they deserve.

To take the first step towards securing your financial future, visit their website at cfgwmt.com. Schedule an appointment to discuss your financial goals with a knowledgeable advisor. CFG Wealth Management is not just a service provider; they're partners in your financial journey.

👍 Reviews of CFG Wealth Management

CFG Wealth Management - San Diego, California
Lake W.
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.

CFG Wealth Management - San Diego, California
Heather F.
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!!

CFG Wealth Management - San Diego, California
Joana C.
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.

CFG Wealth Management - San Diego, California
london H.
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.

CFG Wealth Management - San Diego, California
Chad G.
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.

CFG Wealth Management - San Diego, California
Anthony B.
5/5

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

CFG Wealth Management - San Diego, California
Carol D.
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.

CFG Wealth Management - San Diego, California
Micky M.
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!!!

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