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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 Group, and I trust them." 

Mark Cohen* - TCU

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

​​​* 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, CFG or Fortress Private Ledger, LLC.

  • Mark Cohen, TCU, is a client of CFG. He has not been compensated for his quote. No conflicts of interest exist between Mark, CFG or Fortress Private Ledger, LLC.

  • Fortress Private Ledger, LLC is a separate entity from CFG.

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

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  

 

Securities and Investment Advisory Services offered through Fortress Private Ledger, LLC.  Member FINRA/SIPC.  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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