Overview

CFG is a successful, tenured, financial planning RIA with a strong presence in Costa Mesa & Claremont Ca. CFG would be interested in entertaining the acquisition of a local firm. We have completed 2 successful acquisitions in the past (last one was 12 years ago). We have maintained good relationships with both sellers even though they are retired.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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