CFG Financial Planning is an independent financial services firm founded on the principle that financial planning should be a transparent, collaborative, and ongoing process. Operating from Towson, Maryland, their team of CERTIFIED FINANCIAL PLANNER™ professionals focuses on a holistic approach to creating customized financial plans. They assist clients with various aspects of their financial lives, including retirement planning, investment management, estate planning, and insurance analysis, aiming to build long-term relationships and guide clients toward their financial goals.

Founded in

United States