Welcome to The Comprehensive Financial Group.
Since 1909, our team has worked to enhance the quality of every client’s life through dedication, integrity and sound financial advice. When we work with advisory accounts we take on a fiduciary role. Investment Advisor Representatives are held to fiduciary standards under the Investment Advisory Act. As fiduciaries, we’re dedicated to only offering the quality products and services that we believe will work best for you. Located all over Central Pennsylvania, our representatives are interested in developing lifelong relationships with individuals, families and business owners who are excited to put their financial future on track.
A History Of The Comprehensive Financial Group
CFG ambitiously expands offices throughout Pennsylvania, New Jersey, Ohio and Virginia. Additional professional knowledge is added in the form of advanced sales, consultants, registered representatives capabilities and estate analysis.
CFG becomes a subsidiary of Jersey Shore State Bank, an independent community bank with full-service banking locations in Lycoming, Clinton and Centre County.
The Comprehensive Financial Group is established and grows steadily over the years.
Additional divisions are created including banking, retirement plans and wealth accumulation.
The Comprehensive Financial Group turns 100 years old.
With locations inside Jersey Shore State Bank branches, CFG offers you convenience along with holistic financial services. Today, we’re proud to be one of the largest insurance and financial service operations in Pennsylvania, and we don’t plan on slowing down anytime soon.