CG Financial Services provides tailored financial planning for individuals and organizations in Michigan, North Carolina, and beyond. Personal Financial Services cover retirement and lifestyle planning, estate planning, tax minimization, and insurance planning, while Business Financial Services offer employee benefits, retirement plans, and executive compensation. Acting as a personal CFO, CG Financial Services coordinates with clients’ other advisors to align goals and deliver practical outcomes. Securities are offered through LPL Financial, with investment advice provided by Capital Asset Advisory Services, LLC, and these entities are separate from LPL; the firm’s goal is to help clients achieve financial security today and build a lasting legacy for the future.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Meridian Charter Township, Michigan
Founded
1999
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