CFG Retirement

Who works here

• JN
  Jacqueline Ann Nelson-Lamott
• MS
  Michael Stendahl
• VO
  Vincent Lombardi Oldre

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

CFG Retirement

Legal name: Assured Retirement Financial Group, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

179516