BBB Accredited Business Profile

CFG Wealth Management

CFG Wealth Management

(858) 550-3960

CFG Wealth Management

15 years in business
4370 La Jolla Village Dr #630
San Diego, CA 92122
Fax Numbers
  • (858) 550-3969
Additional Phone Numbers
  • (800) 884-5121
Additional Email Addresses
  • coghlanfinancial@cfgretire.com
BBB File Opened: 06/12/2002
Business Started: 06/12/2002
Business Incorporated: 07/23/2007 in CA
Type of Entity
Corporation
Business Management
  • Mr. J Graydon Coghlan, President/CEO
Business Category
  • Financial Planning Consultants
  • Retirement Planning Services
  • Financial Services

Alternate Business Names
  • Coghlan Financial Group Inc
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 2281065 for this business, issued by FINRA-Financial Industry Regulatory Authority

    FINRA-Financial Industry Regulatory Authority
    1735 K St, Washington, DC 20006
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

  • BBB records show a license number of 0F74443 for this business, issued by California Department of Insurance

    California Department of Insurance
    Consumer Services Division, 300 S Spring St, Los Angeles, CA 90013
    http://www.insurance.ca.gov
    Phone Number:  (800) 9274357
    Fax Number:   (213) 8975961

Number of Employees: 
6
BBB accredited business

A+

Overview

This company offers financial planning, retirement planning, investments and estate planning.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

CFG Wealth Management

CFG Wealth Management

BBB ACCREDITATION SINCE 07/18/2012

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