CBG Financial Group - CBG Financial Group
CBG Financial Group serves clients with a wide range of financial and investment needs. The company manages a variety of accounts ranging from institutional, individual, corporate, joint, and partnership types of accounts to 401(k), Keogh plans, transfer on death, and IRAs/Roth IRA’s. Devoted to meeting the requirements of every client, the company provides financial services and products including municipal bonds, government bonds, corporate bonds, certificates of deposit, stocks, mutual funds, options, fixed income investments, money market accounts, and UITs. Based in the city of Boca Raton, Florida, the company maintains a second office in Long Island, New York. The company matches its commitment to customers with an ongoing involvement in the community, and it recently sponsored a team for the first time to participate in Alzheimer’s Association’s A Walk to Remember.
Attuned to the ever-shifting nature of the economy, CBG Financial Group ensures that each of its team members possess up-to-date knowledge of the financial services industry. The company’s team consists of industry veterans as well as skilled professionals, all of whom are trained to meet the demands of the industry while offering outstanding client services. As securities professionals, all of the financial representatives at the company maintain comprehensive knowledge of finance and investment strategy and must successfully complete the Series 7 and Series 63 FINRA (Financial Industry Regulatory Authority, Inc.) examinations.