CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond. We strive to understand your personal journey and provide an array of services that fit your individual needs.
Our Personal Financial Services teams provide retirement and lifestyle planning, estate planning, tax minimization, and insurance planning for all your financial needs.
For businesses, business owners, non-profits, and other organizations, our Business Financial Services teams provide extensive employee benefits, retirement plans, executive compensation packages and more. Your business is the source of your financial security to live the life you want today and provides a legacy for your family in the future. We focus on your financial goals so you can get back to doing what you love: working on your business, not for your business.
As your personal CFO, we collaborate with your key service providers to create synergies that ensures your goals are addressed. This allows us to meet expectations, alleviate concerns, and proactively collaborate with your team in seeking to create the best outcome possible to meet your goals.
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Securities offered through LPL Financial, Member SIPC. sipc.org Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Company Details
- Employees
- 81
- Founded
- -
- Address
- 15744 Peacock Rd., Haslett,mi 48840,united States
- Phone
- (804) 330-7800
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mycgfinancial.com
- Keywords
- Financial Planning, Retirement Savings, Group Benefits Provider, Financial Advising, Life Insurance, Tax Planning, Executive Benefits, Employee Benefits, Estate Planning, Retirement Plans, Business Insurance, Business Planning, Business Transitioning.
- HQ
- Haslett, MI
Cg Financial Services Questions
Cg Financial Services's helpline number is (804) 330-7800
Cg Financial Services's website is mycgfinancial.com
Cg Financial Services's LinkedIn profile is https://www.linkedin.com/company/cg-financial-services
Cg Financial Services has
81 employees.
View email and phone details for 81
employees at Cg Financial Services.
Cg Financial Services's industry is
Financial Services
Cg Financial Services's top competitors are
Stoneridge,
Cg Insurance Agency,
Shotwell Rutter Baer Financial Planners,
Herbert Financial Group,
Cg Financial Group, Llc,
Clarkston Capital Partners, Llc,
Qrious Insight,
Jackson,
Sgh Wealth Management,
Cg Advisor Network.
Cg Financial Services's categories are Financial Services
Cg Financial Services's founding year is 1999
