Cedar Rapids, United States
Collective Financial Group is a United States-based financial and insurance services organization, formed in 2016 and comprising ten independent financial firms primarily located in the Midwest. The company's slogan, "Collectively, we are better together," underscores its belief in the synergy gained from shared resources and a positive corporate culture.
Tim Strellner, Managing Partner of Collective Financial Group, emphasizes the organization's commitment to creating a platform that offers scale and resources while allowing each firm to maintain its unique identity. The company's focus on enhancing the customer experience through improved access to administrative, compliance, and practice management resources sets it apart in the industry.
The company's core belief in fostering a unique and positive culture aligns with its vision to provide high-quality financial solutions. While CFG operates as a compilation of independent firms, it also offers securities and investment advisory services through Royal Alliance Associates, Inc., a member of FINRA/SIPC.
Currently, there is no publicly available information regarding Collective Financial Group's most recent investment round or the involved investors. However, the company's collaborative approach and consolidation of resources position it as an intriguing player in the financial services and insurance industries.
