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Testimonials

Here's what a few of our clients think of us

Steve Johnigan - Baylor

They use terminology that I could relate to as a coach. I’ve established a good relationship with Collegiate Financial, and I trust them. 

Rebekah Parkhill - Tulsa

It’s been a huge benefit for staff to be able to have the connection through Collegiate Financial to start the financial education process.

Mark Cohen - TCU

Working with Collegiate Financial has provided a comfort level that I never envisioned myself having when talking about financial security and planning for the future.

3110 Edwards Mill Road, Suite 200, Raleigh, NC 27612

info@collegiatefinancialgroup.com

803-853-1371

To learn more about our policies and services please review these links:

A. Privacy Policy

B: Business Continuity

C. Form ADV Part 2A

D. Form CRS

E. Reg BI

F. Check the background of your financial professional on FINRA's BrokerCheck  

 

​​​* About the quotes on this site:

  • Steve Johnigan, Baylor University, is a client of CFG. He has not been compensated for his quote. No conflicts of interest exist between Steve and CFG.

  • Mark Cohen, TCU, is a client of CFG. He has not been compensated for his quote. No conflicts of interest exist between Steve and CFG.

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Securities and Investment Advisory Services offered through Fortress Private Ledger, LLC (“Fortress”).  Additional information about Fortress is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-118075. Fortress Private Ledger, LLC is a separate entity from CFG.

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