CFG Wealth Management, LLC - Statesboro, Georgia

Address: 1221 Merchants Wy, Statesboro, GA 30458.
Phone: 8772690839.
Website: chancefinancialgroup.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of CFG Wealth Management, LLC

☎️8772690839

⏰ Open Hours of CFG Wealth Management, LLC

Monday: 8:30 AM–5:30 PM
Tuesday: 8:30 AM–5:30 PM
Wednesday: 8:30 AM–5:30 PM
Thursday: 8:30 AM–5:30 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a detailed description of CFG Wealth Management, LLC, formatted as requested, aiming for a formal, helpful tone:

CFG Wealth Management, LLC: A Reliable Financial Planning Solution

For individuals and families seeking comprehensive financial planning services, CFG Wealth Management, LLC stands as a well-regarded option. Located at 1221 Merchants Wy, Statesboro, GA 30458, and easily reachable at 877-269-0839, CFG Wealth Management provides personalized guidance to help clients achieve their financial goals. Their website, chancefinancialgroup.com, offers a valuable portal to learn more about their services and team.

Key Features and Services: CFG Wealth Management specializes in a holistic approach to financial planning. They focus on assisting clients with a diverse range of needs, including retirement planning, investment management, estate planning, and income tax planning. They prioritize understanding each client’s unique circumstances, risk tolerance, and objectives to craft tailored strategies. The company’s core competency is building long-term relationships based on trust and transparency.

Location and Accessibility: The Statesboro, Georgia office is strategically situated to serve clients in the region. Importantly, CFG Wealth Management is committed to accessibility. They offer a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating their dedication to inclusivity. Beyond accessibility, they provide a standard restroom facility, and appointments are required for consultations – though appointments are strongly recommended to ensure adequate attention to each client’s needs.

Client Feedback and Reputation: CFG Wealth Management consistently receives positive feedback from its clientele. Currently, they boast 39 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews frequently highlight the team’s professionalism, knowledge, and commitment to client satisfaction. (A more detailed review of these reviews can be found on their Google My Business page).

Additional Information:

Website: chancefinancialgroup.com
Phone: 877-269-0839
Address: 1221 Merchants Wy, Statesboro, GA 30458
Specialties: Financial Planner

Recommendation: CFG Wealth Management, LLC appears to be a dependable and client-focused firm. Their commitment to accessibility, combined with the overwhelmingly positive client feedback and specialized expertise in financial planning, makes them a strong candidate for individuals seeking expert guidance. We strongly encourage potential clients to explore their website at chancefinancialgroup.com to schedule an appointment and discuss their specific financial needs. Contacting them directly is the best way to determine if their services align with your objectives.

👍 Reviews of CFG Wealth Management, LLC

CFG Wealth Management, LLC - Statesboro, Georgia

Keena C.

5/5

My husband and I began using CFG Wealth Management a few years ago, and it was one of the best decisions we have ever made. Travis meets with us every 3 months, and he and his amazing staff are in constant contact with us. They are always available and, in the craziness of the last few years, they have been like an anchor in a turbulent sea. Travis has earned our trust, and it is such an immense relief to us that we don’t have to worry about our finances or our future. We feel secure with him and all of those who work with him. I have no hesitation in encouraging anyone - regardless of your financial situation - to contact them. I am so thankful that we did.

David K.

5/5

I can't say enough about Travis and his whole team. I have been disappointed by a number of financial advisors before moving here and never have had the pleasure of dealing with such a thorough and attentive financial advisor. I met Travis while attending one of his classes and was completely impressed by this depth of knowledge. I could go on for some time but will sum up by saying my wife and I highly respect and trust CFG Wealth Management and would recommend them to anyone.

Curtis M.

5/5

CFG Wealth Management offers excellent financial advice for everyone. We started by attending a class at OTC and then acting on Travis' advice for investing our retirement savings. We have been with Travis for ten years and he has helped us to reach our retirement goals. I highly recommend the entire CFG Wealth team.

Paul S.

5/5

After attending Travis's course a couple years ago, I realized that although I had been saving for many years, I really didn't have a plan for retirement, and wasn't sure if I had saved enough.

My wife and I met with Travis, who came up with a plan to cover our possible long term care needs as well as providing for income, and assured us that we could retire comfortably on the savings we had.

My wife is not the most trusting of people when it comes to financial issues, but she has become very comfortable with Travis, who has become a friend, as well as advisor, and she actually looks forward to our meetings.

The whole team at CFG treats you like family, and we have been very
happy with our experience with the service and financial performance during these unstable times.

Dorie H.

5/5

Travis and the staff at CFC Wealth Management are a wonderful group with whom to work. I have just started working with them in the last few months. They hit the ground running, and everything has run smoothly. Travis came highly recommended by a close friend. I have spoken to other people I have met who use CFC Wealth Management. All have said how very happy they are working with this great group. I am looking forward to many years working together and becoming part of the family.

Cherie M.

5/5

CFG Wealth Management provides excellent customer service. No matter if you are interacting with Travis, Christy, Patty, or Daryle-Lynn, you will receive 100% of their time and energy on your questions and/or any concerns.

From my first meeting with Travis, I have felt very comfortable talking with him about our (my husband and my) finances. He stressed that he wanted us to make knowledgeable decisions about our money. Travis meets with us about three times a year and we also fill out a risk analysis yearly. He wants to be sure we understand our investments and our financial future.

Travis is well educated and has many certifications. This was important to us. I have a PhD and my husband is a retired Army Colonel. Travis has a Bachelor of Business Administration degree from Georgia Southern University (GSU). I taught nursing for 14 years at the GSU Savannah location, so we had that in common. He also has a Financial Planning degree from Kaplan University. Travis is an Accredited Investment Fiduciary and has certifications as a Financial Planner, Long Term Care, and Behavioral Finance Advisor.

We have been investing with CFG Wealth Management for about 9 years and we couldn’t be happier with our choice. At one of our meetings, Travis asked, “do you fly first class,” and we both said no. He then said, “you should, because if you don’t, your children will.” We now fly first class. Thank you Travis, for that advice and for emphasizing the importance of money management and helping us achieve our retirement goals.

Linda W.

5/5

My advice for the BEST FINANCIAL ADVISOR I have ever known is CFG Wealth Management. Travis and his team are very knowledgeable and are always happy to answer any questions we have needed in planning a very successful retirement. Take a CHANCE trust Travis Chance for all your financial decisions.

Dennis M.

5/5

We have been trusting our financial planning to Travis Chance for over five years and have never been disappointed. He listens to our questions, concerns, and criteria regarding our comfortable/acceptable risk tolerance level for our finances and investments. We highly recommend CFG Wealth Management for your financial current and future planning.