35
Growth Score
pts
Heat Score
-11 pts
Company Performance Metrics
Score
Trend
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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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CFG operates as a financial advisory firm.
About the Company
CFG offers comprehensive, objective financial advice to clients who desire high-level specialized services. They understand the unique needs of each client is vital in developing and maintaining a financial plan. They want their clients to leave their appointments feeling comfortable, confident, and excited about their financial future. They help
prepare for this meeting, have a basic idea of clients current financial picture and financial goals
