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Helping People Make Smart Decisions About Money CFG is a financial planning and wealth management firm dedicated to helping people make smart decisions about their financial lives. Our advisors have the knowledge, experience and resources to plan simple, effective strategies to help you, your family, and business achieve financial success. We are committed to building long-term relationships that you can trust to guide you through the dynamic changes in your financial life. Click here for a presentation of our Wealth Management Solution. |
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How much life insurance would you need to produce a sufficient income stream for your family? Determine whether you should consider refinancing your mortgage. How Long Will It Take to Pay my Balance? What's the interest rate on the lease you're considering? |
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909 Washington St. Phone: 866-411-2342 | 781-344-4401
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Jonathan Busa and Michele Russell are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Massachusetts, Florida, Maine, Rhode Island, Indiana, California, New Hampshire, Ohio. No offers may be made or accepted from any resident outside the specific states referenced.
Jonathan Busa and Michele Russell are also separately registered as an investment adviser representatives under CERES Financial Group, Inc., a registered investment advisor, offering advisory services in the states of Massachusetts and Florida. As such, these services are strictly intended for individuals residing in Massachusetts and Florida.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.