Alex Leonida

Chief Investment Officer at CFG Financial Planning - Greenwood Village, Colorado, United States

Alex Leonida's Colleagues at CFG Financial Planning
Alex Leonida's Contact Details
HQ
(303) 629-7500
Location
Englewood,Colorado,United States
Company
CFG Financial Planning
Alex Leonida's Company Details
CFG Financial Planning logo, CFG Financial Planning contact details

CFG Financial Planning

Greenwood Village, Colorado, United States • 5 Employees
Financial Services

Financial planning can be overwhelming, understanding how much you are paying and what you are paying for shouldn't be. Our mission is simple. We strive to create a plan that accomplishes your goals in accordance with your values.We call this "Client-Centered Financial Planning." Capital Financial Group, Inc. (CFG) was founded on the idea that everyone deserves a customized financial plan the revolves solely around the unique values and goals of each client.We serve a variety of clients, playing an important role in their inner circle. Our clients rely on us to take care of the big picture, as well as the finer details, with an approach that is as disciplined as it is strategic. Our goal is to offer personalized attention with the highest level of service, the utmost integrity, and the unwavering advocacy you need for life's biggest decisions.YOUR VALUES. YOUR GOALS. OUR MISSION.-----------------------------------------------------------------------------------Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCCFG Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Details about CFG Financial Planning
Frequently Asked Questions about Alex Leonida
Alex Leonida currently works for CFG Financial Planning.
Alex Leonida's role at CFG Financial Planning is Chief Investment Officer.
Alex Leonida's email address is ***@cfgfinancialplanning.com. To view Alex Leonida's full email address, please signup to ConnectPlex.
Alex Leonida works in the Financial Services industry.
Alex Leonida's colleagues at CFG Financial Planning are Allison Swomley and others.
Alex Leonida's phone number is (303) 629-7500
See more information about Alex Leonida