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CFR Capital Group

EST. AUM
$120,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Phoenix
CRD Number
Website cfrcapital.com
Client types

Overview

The Comprehensive Wealth Management Firm provides an all-encompassing approach to meet the financial needs of the members of its community. It also provides tax planning and preparation services through its affiliations with H&R Block®.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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