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Prospective Clients

We welcome you to our site and we hope you review all the information we have that will help you decide if we are the right fit for your financial planning and investing needs.

 

If you have any questions that are not answered in this section, please feel free to email me directly or call me.  We're here to answer any questions that you may have to make informed decisions.

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CFIG Wealth Management, LLC  •  PO Box 352  •  Westport, Connecticut 06881-0352 USA

Copyright 1991-2011 CFIG Wealth Management, LLC.  All Rights Reserved.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  Insurance products and services are offered through Continental Five Insurance Group, Inc., a licensed insurance agency, 1700 Bedford Street, Suite 203, Stamford, CT 06905.  Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Advisor, 1700 Bedford Street, Suite 203, Stamford, CT 06905.