CFG Wealth Management, LLC

Aug 2023

CFG Wealth Management provides excellent customer service. No matter if you are interacting with Travis, Christy, Patty, or Daryle-Lynn, you will receive 100% of their time and energy on your questions and/or any concerns.From my first meeting with Travis, I have felt very comfortable talking with him about our (my husband and my) finances. He stressed that he wanted us to make knowledgeable decisions about our money. Travis meets with us about three times a year and we also fill out a risk analysis yearly. He wants to be sure we understand our investments and our financial future.Travis is well educated and has many certifications. This was important to us. I have a...read full review

Jun 2023

Met Travis through a course at Ogeechee Tech. Thinking I needed help with my retirement that was coming up. The staff of CFG Wealth Management has made the transition worry free. It is a pleasure to work with a group that is so knowledgeable and you can completely trust. Thanks for all the work y’all do.

May 2023

CFG Wealth Management offers excellent financial advice for everyone. We started by attending a class at OTC and then acting on Travis' advice for investing our retirement savings. We have been with Travis for ten years and he has helped us to reach our retirement goals. I highly recommend the entire CFG Wealth team.