Our Mission

Teamwork

As a privately-owned wholesale financial services organization, our company is positioned to work with financial consultants – not just for them. Our uniquely skilled, tight-knit staff considers every client part of the CBG team. We’re dedicated to putting in the hours – and the energy – to help your business grow.

Support

Our highly qualified team is trained to oversee each case with the individual attention it deserves. From our exclusive marketing and product support through point of sale and underwriting assistance, CBG is your partner every step of the way.

Accountability

We know repeat business is the lifeblood of productive sales. That’s why we’re committed to not only helping you find the ideal product for each client, but backing up our recommendations with the dependability and integrity you’d expect from a long-term partner.