CFM Group
Financial-Services
Company Tagline
Family Office | Wealth Management |
Industry Category
Business Keywords
Company Description
CFM Group is a leading financial services provider dedicated to delivering comprehensive and personalized solutions tailored to meet the financial, fiduciary, and wealth management needs of its clients and their families. Located in San José, CR, CFM Group operates as a Multi-Family Office, committed to an in-depth understanding of each client's unique circumstances.
CFM Group focuses on providing customized solutions through a one-to-one management model, ensuring clients benefit from a single point of contact for a fully adapted ecosystem of services. This approach allows CFM Group to offer peace of mind and confidence, fostering long-term financial security and growth for its clientele.
CFM Group's primary address is in San José, CR. CFM Group is continuously expanding its service offerings to better serve its clients. We invite the management of CFM Group to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
CFM Group es un proveedor líder de servicios financieros dedicado a ofrecer soluciones integrales y personalizadas, diseñadas para satisfacer las necesidades financieras, fiduciarias y de gestión patrimonial de sus clientes y sus familias. Ubicada en San José, CR, CFM Group opera como una Oficina Multifamiliar, comprometida con una comprensión profunda de las circunstancias únicas de cada cliente.
CFM Group se enfoca en proporcionar soluciones personalizadas a través de un modelo de gestión uno a uno, asegurando que los clientes se beneficien de un único punto de contacto para un ecosistema de servicios completamente adaptado. Este enfoque permite a CFM Group ofrecer tranquilidad y confianza, fomentando la seguridad financiera a largo plazo y el crecimiento de su clientela.
La dirección principal de CFM Group es en San José, CR. CFM Group está expandiendo continuamente su oferta de servicios para servir mejor a sus clientes. Invitamos a la gerencia de CFM Group a crear una presentación de empresa y una lista de productos personalizadas y exclusivas en nuestra plataforma para mejorar aún más su presencia en el mercado.
Key Personnel / Employees
Compare Companies Side by Side
Compare CFM Group with 3 companies in Financial-Services
| Comparison Field |
CFM GroupMain Company |
FranqView Profile |
Meriwest Credit Unio...View Profile |
Leading AdvisersView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2019 | 1961 | 2017 |
|
Company Size
|
— | 51-200 | 201-500 | 11-50 |
|
City
|
Florianópolis, SC | San Jose, California | ||
|
Country
|
Brazil | United States | ||
|
Skills & Keywords
Comparing with main company
|
17 Total Skills
Wealth Management
Family Office
Financial Services
Portfolio Management
Fiduciary Services
Investment Management
Financial Planning
wealth management
banking
portfolio management
high networth
fiduciary services
insurance
family office
financial services
transfer planning
investments
|
8 Total
8 Unique
Unique Skills:
credit cards
finance
fintech
gdpr
loans
mortgages
+2
|
13 Total
13 Unique
Unique Skills:
auto loans
banking services
business loans
business services
checking
credit union
+7
|
9 Total
9 Unique
Unique Skills:
accountancy
audit
compliance
comptabilité
legal
m&a
+3
|
4
Total Companies1961
Oldest Founded2
Countries46
Unique SkillsSimilar Companies
Other organizations in the same industry
Solebury Strategic Communications
Financial-ServicesCommunications & IR firm helping companies across all sectors access investors & address communicati...
Luxembourg Microfinance and Development Fund
Financial-ServicesOver 15 years of adding meaning to your portfolio - stable investments in volatile markets
Alternative Company Names
This company is also known as