Accounting Firm

CFR Capital Group

Scottsdale financial planning practice combining investing, insurance, retirement, tax and estate advice

Visit Website Get a quoteRequest a demo / quote Write a Review

TrustList summary

CFR Capital Group is a financial and tax practice in Scottsdale, Arizona. It brings tax preparation and financial planning under one roof so that clients receive both kinds of advice from the same team.

Services

Investing: portfolio planning as part of a wider financial plan.
Insurance: cover reviewed alongside other goals.
Retirement planning: plans built for each life stage.
Tax preparation and planning: help with filings and maximising the bottom line.
Estate conservation: arrangements to protect what is passed on.
Small business bookkeeping: bookkeeping and quarterly reporting for owners.

Customers and markets

Individuals and families planning across their whole lives, and small business owners who want bookkeeping handled for them. The firm says it takes time to learn each client's concerns before designing a plan.

Key facts

Based in: Scottsdale, Arizona
Client tools: online client portal and a blog on money decisions

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

CFR Capital Group is ranked on 2 TrustList rankings: #6 on 1 and #27 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. CFR Capital Group has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 2 rankings

#6of 28
Client portal
It is one of 2 here listing learning and legal.
Its profile: “- Based in: Scottsdale, Arizona - Client tools: online client portal and a blog on money decisions CFR Capital Group is a financial and tax practice in Scottsdale, Arizona.”
Of the 28 here, 25 also cover tax and 23 also cover accounting.
Behind Century Accounting & Financial Services, ahead of Chain Jones & Sudik, PLLC.
#27of 16
Arizona
It is the only one of the 16 here listing client portal and security.
Its profile: “CFR Capital Group is a financial and tax practice in Scottsdale, Arizona.”
Of the 16 here, 8 also cover business services and 8 also cover medical; 9 also work in Phoenix and 5 also work in Scottsdale.
Behind Cavazos Acct, ahead of Correct Accounting Tax & Payroll.

As of 2026-10-30. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

Request a demo or quote from CFR Capital Group

Reviews

Write the first review of CFR Capital Group

Used it? Your experience helps other buyers decide.

Write a review

Questions & answers

No questions yet. Be the first to ask about CFR Capital Group.

Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.