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CBG Financial Logo
CBG Financial CB Rank
2977000
Heat Score
43
CBG Financial is an investment management company that provides investment advisory services.
Private Saratoga Springs, New York, United States11-50 www.cbgfin.com
Advice
Financial Services
Wealth Management
Overview

CBG Financial
Heat Score
43

Growth Score
pts
in past quarter
Heat Score 43
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About CBG Financial

CB Rank
2977000
CBG Financial is an investment management company that provides investment advisory services.
Private Saratoga Springs, New York, United States11-50 www.cbgfin.com
Advice
Financial Services
Wealth Management

Details

Legal Name CBG Financial, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 973 896 0650
Contact Email nile@wwmria.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

529 College Savings Plans
State-sponsored savings plans that allow tax-deferred accumulation and tax-free withdrawals for qualified higher education expenses.
Family Limited Partnership
A legal partnership among family members to transfer business or investment ownership interests while managing income, control, and estate tax implications.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 1
News
Technology
View Tech Report

IT Spend

$353.2KThis year, CBG Financial is projected to spend $353.2K on IT, according to Aberdeen.

Active Website Tech Count

7CBG Financial is actively using 7 technologies for its website, according to BuiltWith. These include SSL by Default, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is CBG Financial's headquarters? CBG Financial is located in Saratoga Springs, New York, United States.Who are CBG Financial's competitors? Alternatives and possible competitors to CBG Financial may include OFG Financial Services, Gary Scheer, and  Brian Marlar Investments.
Who We Are
What We Do
Helpful Links
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