CFG Wealth Management
4370 La Jolla Village Drive, San Diego, California, United States
About the CFG Wealth Management
CFG Wealth Management is a leading finance institution located at 4370 La Jolla Village Drive in San Diego, California. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to build a comprehensive financial plan, we are here to help. With a focus on integrity, transparency, and innovation, CFG Wealth Management is committed to providing top-tier financial solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you secure your financial future.
Photos of CFG Wealth Management
4370 La Jolla Village Dr Suite 630, San Diego, CA 92122, United States
Opening hours of CFG Wealth Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of CFG Wealth Management
"I never been before In this place, but food was super delicious and good customer service Mario was really helpful and friendly, I order Cajun shrimp and taco combo was booming!!!"
"They advertised a free bottle of wine by attending zoom presentation. I attended via webex on Dec 15, 2020 and have yet to receive my wine. I have called and emailed SEVERAL times without any response or resolution. Seems to be a bait and switch tactic! They managed to respond so timely to get me to attend and now they can't manage to respond, to at least apologize for not sending the wine like they said they would! Poor ethics and communication, I would never trust them with my significant investment or any investment for that matter!!!!! If I could give no stars I would!!"
"This firm is very professional and has knowledgeable financial advisors. They do a great job at breaking down everything and provided me with thorough information that I did not know before meeting with Graydon."
"Got a call about one of their retirement seminars and decided I'd check it out. Blown away by the informative and professional presentation that was put on. Even better was that the CEO himself was the one working the seminar. Graydon's knowledge and reputation with financial planning, along with the glowing reviews I've heard from multiple coworkers, I know I'd be making a mistake if I didn't have CFG managing my finances."
"Professional and very helpful workers. Shirley at the front desk greeted us and was very sweet and Graydon has been very hands on in helping us manage our retirement accounts."
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