“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 PhD and my husband is a retired Army Colonel. Travis has a Bachelor of Business Administration degree from Georgia Southern University (GSU). I taught nursing for 14 years at the GSU Savannah location, so we had that in common. He also has a Financial Planning degree from Kaplan University. Travis is an Accredited Investment Fiduciary and has certifications as a Financial Planner, Long Term Care, and Behavioral Finance Advisor.We have been investing with CFG Wealth Management for about 9 years and we couldn’t be happier with our choice. At one of our meetings, Travis asked, “do you fly first class,” and we both said no. He then said, “you should, because if you don’t, your children will.” We now fly first class. Thank you Travis, for that advice and for emphasizing the importance of money management and helping us achieve our retirement goals.“
Financial Planners
Financial Planners
“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 PhD and my husband is a retired Army Colonel. Travis has a Bachelor of Business Administration degree from Georgia Southern University (GSU). I taught nursing for 14 years at the GSU Savannah location, so we had that in common. He also has a Financial Planning degree from Kaplan University. Travis is an Accredited Investment Fiduciary and has certifications as a Financial Planner, Long Term Care, and Behavioral Finance Advisor.We have been investing with CFG Wealth Management for about 9 years and we couldn’t be happier with our choice. At one of our meetings, Travis asked, “do you fly first class,” and we both said no. He then said, “you should, because if you don’t, your children will.” We now fly first class. Thank you Travis, for that advice and for emphasizing the importance of money management and helping us achieve our retirement goals.“