CAPITAL FORMATION GROUP
Updated 20 days ago
62 Walnut Street Wellesley, MA 02481
CFG, working with our strategic partners at Valmark Advisers, is a team of professionals dedicated to your financial well-being. Our team was founded on the premise that successful wealth management should be focused on a holistic, client-centered perspective: one that aligns your financial resources with the life you want to live... While we provide a wide range of services for private clients, trustees and advisors, we view ourselves primarily as financial educators and coaches, guiding you towards potent and meaningful understanding of wealth accumulation and protection. As an independent firm, we are always objective and unbiased, not tethered to proprietary products or aggressive sales goals... At CFG, we have a genuine desire to fully understand your lifestyle, financial and legacy goals while being mindful of the uniquely personal values that shape them. We also strive to understand how you feel about money and investing, and insurance and work with our strategic partner,..
Also known as: Capital Formation Group, Inc., Capital Formation Insurance Agency, Inc., CFG