About
History
Serving the Twin Cities since 1974.
Eldon Oldre founded CFG Insurance Services (different than CFG Retirement) in Minnetonka with his brother to help people plan insurance, financial, and retirement needs. It was one of the largest independent insurance and financial brokerages in the state of Minnesota when Eldon decided to sell due to a cancer scare. At the time, his son Vince, was only age 15 at the time and had no idea he had any interest. He soon became a coach, consultant, and board member of CFG Retirement (formerly Assured Retirement Group) after Vince decided to start his own firm in 2015.
Vince is carrying on his father’s legacy.
Continuing the tradition of service.
Vince wanted to follow in his father’s footsteps since junior high. After years as a financial planner at an insurance company, he became a financial advisor and started his own practice, Assured Retirement Group. He has renamed it CFG Retirement in honor of his father.
Why Us
CFG Retirement is different.
We don’t strive to be the biggest advisory firm. Instead, we strive to deliver the best service and financial advice to our clients. We focus on getting to know the people that we serve and what they want to do in retirement.
It’s your retirement, not ours.
Our family has learned from our decades in the business is that there is no “one size fits all” approach to financial planning. We know we’re not just working with investments, we’re helping unique individuals retire in confidence.
Meet Our Team
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Vincent L. Oldre, CFP ®
Financial Advisor and Retirement Planner
The son of a successful financial services entrepreneur, Vince developed an interest in the industry at an early age and it wasn’t long before he decided that he wanted to follow in his father’s footsteps.
After graduating from Gustavus Adolphus College in St. Peter, Vince began his financial services career at an insurance company. Shortly after, he obtained his Certified Financial Planner (CFP) designation and became involved in financial planning. Several years later, he opened his own advisory practice so that he could work with clients directly.
Eldon Oldre
Advisory Board
Eldon grew CFG Insurance Services to 175 employees before selling the company. He came out of retirement to help his son build a practice with the same models and ethics he built his company on and serves on CFG Retirement’s Advisory Board.
Jackie Lamott
Administrative Assistant
Jackie makes sure that our day-to-day operations run smoothly and effectively. She has over 20 years of service industry experience and is happy to help clients in need of assistance with their accounts.
Mary Jo Belisle
Event First Impressions
A long-time family friend of the Oldres, Mary Jo welcomes attendees of our events and seminars with her friendly and happy personality. Always excited to meet new people, Mary Jo makes sure everyone in attendance feels right at home.
Michael Stendahl
Financial Advisor and Retirement Planner
Want to learn more?
Let’s get in touch.