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The Comprehensive Financial Group

  




Offering Sound Financial Solutions

For Over 100 Years

We’ve Experienced a Century of Growth, Ambition and Teamwork

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


1982

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.


1982

2000

CFG becomes a subsidiary of Jersey Shore State Bank, an independent community bank with full-service banking locations in Lycoming, Clinton and Centre County.

2000

1909

1909

The Comprehensive Financial Group is established and grows steadily over the years.

1998

1998

Additional divisions are created including banking, retirement plans and wealth accumulation.

2009

2009

The Comprehensive Financial Group turns 100 years old.

CFG Serving As One of Pennsylvania’s Largest Financial Planning Destinations

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.

Learn More About Our Team