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Company Name
CFG Wealth Management Serives
Address
9795 Crosspoint Blvd.
Ste. 177
Indianapolis, Indiana 46256
United States
Email
N/A
Phone
1-317-841-7959
Website
www.cfgwms.com
Fax
1-317-579-2440
Summary
Executive Details
Business Information
The group's principal activity is to provide investment management and financial advisory services. The group's services include wealth management, portfolio management, legacy planning, and advisory. The group operates from the United States.
Executive Information
Name
Title
Email
Michael Puckett
CEO, Pres.
N/A
Tom Totten
VP - Nyhart Co.
N/A
Alice Bryan
Certified Financial Planner
N/A
Buzz Hayworth
Advanced Design Specialist
N/A
Donna Petri
Staff - Employee Benefit Plan Design, Consulting
N/A
Company Size
Sales Range
Below 10 Millon
Employee Range
Below 25
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