CMG Financial Consulting

EST. AUM
$149,647,147

CONTACTS
4

CLIENT ACCOUNTS
453

Firm Details

Metro area Phoenix
CRD Number 288359
Website cmgfin.com
Client types

Overview

CMG Financial Consulting provides financial planning services to clients across various professions, with a particular focus on physicians and medical professionals. It addresses common challenges faced by medical professionals, such as managing student loan debt, delayed retirement savings, and high tax burdens. The firm offers guidance on managing debt, investing, and homeownership. Through a comprehensive financial planning process, the company helps clients work toward their financial goals, which may change over time.

Platform Details

Investment Preferences

Alternative Activity