Partnering with You on Your Financial Journey
Taking the mystery out of planning for today and tomorrow.
As an independent financial services firm, CFG Advisors has the experience and knowledge to determine the appropriate financial strategies and solutions tailored to your specific needs. We also stress education and information, which can empower you to make the right decisions. Our Investment Advisor Representatives are fiduciaries, and we put your best interests ahead of anything else, helping to build confidence in our recommendations and advice.
CFG Advisors is a family-owned business dedicated to serving clients in Omaha and the state of Nebraska. Launched in 1960s, the company offers knowledgable staff and quality products and services to help pursue your financial goals. We advise and assist physicians, educators and business owners to build a foundation that supports current endeavors while planning for the future.
Whether your need is for retirement and estate planning, saving for a child’s college, or employee attraction and retention, you can count on our knowledgeable staff to develop suitable strategies and recommendations to help support you now and get you to your goals. Our passion for excellence, along with our 175 years of combined experience and teamwork mentality has enabled us to develop a process designed to build, protect and maintain what you own.
At CFG Advisors, we pride ourselves on helping individuals who are dedicated to helping others. Here are the professions we’re proud to serve:
CFS Advisors helps protect your assets and finances while you tend to the health of your patients.
While you make a positive impact on your students, we’re dedicated to helping impacting your finances.
We work with business owners to attract and retain quality employees, while helping reduce tax burdens.
It May Be Time for a Financial Checkup
As your financial journey partner, we’re dedicated to helping you build and grow a foundation that helps support you now and in the future. Here are the services that help make it happen.
Our approach to your portfolio is supported by personal planning, risk minimization, disciplined money management and tax efficiency.
We stand ready to answer all your questions about retirement, including the timeline, financial goals and available investment options.
Our goal is to educate while making certain you have enough money to confidently fund your retirement and enjoy the lifestyle you envision.
CFG Advisors work with you to help ensure that the estate you worked so hard to build is passed down for the benefit of future generations.
With the costs of higher education increasing, CFG Advisors offer recommendations that help you budget and save for your children’s future.
Our team assists in protecting you and your assets in case something happens, while helping ensure your loved ones are cared for if you aren’t around.