CBG Financial, Inc. is a financial services firm located in Saratoga Springs, NY, dedicated to providing unparalleled customer service and professionalism to its clients. With a focus on helping clients meet their financial objectives at every stage of life, CBG Financial treats each client as an individual and strives to deliver the highest level of service possible.
As an unrelated entity of Woodstock Wealth Management, Inc., CBG Financial is committed to ensuring the welfare of its clients by offering a range of services, including assistance with federal income tax estimation, life insurance planning, estate tax estimation, and retirement income and savings estimation. With a dedication to client satisfaction, CBG Financial aims to help clients achieve their financial goals and navigate the complexities of the financial world.
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