This site is only intended for clients and interested clients residing in states in which CFG Wealth Management Services, Inc. (CFG) is qualified to engage in investment advisory services.
CFG is a Registered Investment Adviser located in Indianapolis, Indiana, and is under the oversight and regulation of various state securities divisions or agencies. CFG may only conduct, or attempt to conduct business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, CFG's website is limited to the dissemination of general information pertaining to its investment advisory services.
Please contact Jonathan Harrier, CFG's Chief Compliance Officer, at 888-234-9674 to find out if CFG may conduct, or attempt to conduct, advisory business in the state in which you reside. CFG will not render personalized investment advice through this website. Any subsequent, direct communication with a prospective client shall be conducted by an Investment Advisor Representative of CFG who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.