CFR Capital Group - Scottsdale, Arizona

CFR Capital Group: A Comprehensive Overview

CFR Capital Group is a respected financial services firm dedicated to providing comprehensive investment solutions and personalized financial guidance. Located at 6929 E Greenway Pkwy Ste 170, Scottsdale, AZ 85254, United States, and easily accessible with a wheelchair-accessible entrance and car park, CFR Capital Group offers a client-centric approach to wealth management. Their phone number is 4806215851, and their website, cfrcapital.com, provides detailed information about their services and team.

Specialties encompass a broad range of financial services, including investment services, financial advisory, financial planning, and insurance agency offerings. This integrated approach allows CFR Capital Group to cater to diverse client needs, from individual retirement planning to estate management and business investment strategies. The firm’s focus is on building long-term relationships based on trust and transparency.

Key Features and Services

CFR Capital Group distinguishes itself through a commitment to tailored solutions. They don't believe in a one-size-fits-all approach. Instead, they prioritize understanding each client's unique financial situation, goals, and risk tolerance. This detailed assessment forms the foundation for developing a customized investment strategy. Their core services include:

• Investment Management: CFR Capital Group manages a variety of investment portfolios, utilizing a range of asset classes – stocks, bonds, mutual funds, and alternative investments – to achieve specific financial objectives.
• Financial Planning: They provide comprehensive financial planning services, covering retirement planning, education funding, tax planning, estate planning, and insurance needs.
• Tax Preparation & Advisory: The firm offers professional tax preparation services, alongside advisory services to help clients optimize their tax strategies and minimize their tax liabilities.
• Insurance Solutions: CFR Capital Group assists clients in selecting appropriate insurance coverage, including life insurance, disability insurance, and long-term care insurance, to protect their financial well-being.

The firm’s team comprises experienced professionals dedicated to delivering exceptional service. Clients frequently mention the accessibility and responsiveness of the advisors, suggesting a commitment to readily addressing client queries and concerns.

Client Feedback and Reputation

The company has garnered positive feedback from its clients, as evidenced by 3 reviews on Google My Business, all receiving an average rating of 5/5. These reviews consistently highlight the advisors’ expertise, trustworthiness, and dedication to client success. Specifically, clients appreciate the proactive communication, insightful advice, and personalized attention they receive. Several testimonials emphasize the advisors' ability to explain complex financial concepts in a clear and understandable manner, fostering informed decision-making. It’s clear that the team fosters a welcoming and comfortable environment for clients, creating a sense of partnership rather than simply a customer-advisor relationship.

The consistent praise for ‘always available, cheerful, helpful, knowledgeable and looking out for my interests at all times’ points to a deeply ingrained client service philosophy. The comments regarding “finding good tax solutions and investments” and “awesome” service reinforce the value clients place on the firm’s expertise and dedication. The emphasis on proactive management and a genuine concern for clients' financial well-being is a recurring theme in the feedback.

Location and Accessibility

Strategically situated in Scottsdale, Arizona, CFR Capital Group is easily accessible for clients in the surrounding area. The firm’s commitment to accessibility is further demonstrated by its wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility challenges can comfortably visit the office. This demonstrates a dedication to inclusivity and a desire to be readily available to all clients.

Contact Information

To learn more about CFR Capital Group and its services, please visit their website at cfrcapital.com or contact them directly at 4806215851.

👍 Reviews of CFR Capital Group

Evi L.

5/5

highly recommended tom. he's been my tax preparer and financial advisor for years. always available, cheerful, helpful, knowledgeable and looking out for my interests at all times.

Mary F.

5/5

Been working with Frank since retirement and he is wonderful at finding good tax solutions and investments. Highly recommend!

Kelly F.

5/5

Great service, work with Frank directly and he has been awesome