CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, Virginia, 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 achieved. This allows us to meet expectations, alleviate concerns, and proactively collaborate with your team to create the best outcome possible to meet your goals. #FinancialAdvisor #FinancialAdvisors #Fintech #FintechNews #WealthManagement #AssetManagement #RIA #RIAGrowth #CharlotteFinancialAdvisor #WilmingtonFinancialAdvisor #RichmondFinancialAdvisor #LansingFinancialAdvisor #personalCFO #BusinessOwners #EmployeeBenefitsProvider Securities offered through LPL Financial, Member FINRA/SIPC. 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.
View Top Employees from CG Financial ServicesWebsite | https://www.mycgfinancial.com |
Revenue | $5 million |
Employees | 76 (65 on RocketReach) |
Founded | 1999 |
Address | 715 E Frank St, Caro, Michigan 48723, US |
Phone | (989) 673-6655 |
Technologies |
JavaScript,
HTML,
PHP
+38 more
(view full list)
|
Industry | Financial Services, Credit Cards & Transaction Processing, Finance, Real Estate |
Web Rank | 32 Million |
Keywords | Jeff Casey Cfp |
SIC | SIC Code 738 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 52232 Companies, NAICS Code 522 Companies, NAICS Code 52 Companies, NAICS Code 522320 Companies, NAICS Code 5223 Companies |
Looking for a particular CG Financial Services employee's phone or email?
The CG Financial Services annual revenue was $5 million in 2024.
65 people are employed at CG Financial Services.
CG Financial Services is based in Caro, Michigan.
The NAICS codes for CG Financial Services are [52232, 522, 52, 522320, 5223].
The SIC codes for CG Financial Services are [738, 73].