Company Information

Get to know CFG Retirement

CFG Retirement is an independent Registered Investment Advisor (RIA) firm specializing in retirement plan consulting for businesses. They work with business owners to design, implement, and manage company retirement plans such as 401(k)s and 403(b)s. The firm's core mission is to act as a co-fiduciary, helping clients navigate their fiduciary responsibilities, conduct investment due diligence, and improve employee engagement with their retirement benefits. They emphasize an independent and transparent approach to ensure the retirement plans they help manage are effective and compliant.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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CFG Retirement

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.