Our Services

We always maintain the position as your advocate.

Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies

Personal Insurance

Specialists in the unique needs of families, private business owners, entrepreneurs and professionals, the advisors at CPFG strive to provide simple solutions to complex problems.

Our Personal Insurance Services →

Corporate Insurance

All of our advisors are independent business owners, and strategically partner with our firm to elevate the level of advice they give to you, their clients.

Our Corporate Insurance Services →

Wealth Management

With bespoke wealth strategies for your situation, CP Wealth advisors provide you with the insight and continuity to reach successful, long-term outcomes.

Our Wealth Management Services →

Group Benefits

Providing a comprehensive benefits plan to employees is a vital component of an employer’s overall compensation package. Our benefits consultants assist both private and public companies design benefits plans that meet their clients’ needs.

Our Corporate Insurance Services →

Companies represented

We are your financial advocates.

Find out how we can help.