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    Cg Financial Services

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    Description

    • We are independent financial advisors specializing in group benefits and estate planning, investments, and portfolio management, including in-house Certified Investment Management Analysts (CIMA®) and accounting and tax preparation experts. CG Financial Services is affiliated with Capital Asset Advisory Services, a Registered Investment Advisory firm and a FINRA registered branch office of INVEST Financial Corporation.What does that mean for you?We are truly independent financial advisors. Were free to choose the products best suited for your particular needs and goals, rather than being bound by a brand. Its a truly personalized approach to financial planning.
    • location

      Headquarters:15744 Peacock Road , Haslett, Michigan, United States

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    • Cg Financial Services phone

      Phone Number: +1 517-339-7662

    • Cg Financial Services website

      Website: https://www.mycgfinancial.com

    • Cg Financial Services employees

      Employees:46

    • Cg Financial Services revenue

      Revenue:$1 - 10M

    • Cg Financial Services legal name

      Legal Name:Cg Financial Services

    • Cg Financial Services's Social Media

      Cg Financial Services linkedin Cg Financial Services facebook Cg Financial Services twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Cg Financial Services

    Keith Gauss

    President And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Anthony Mazzali

    President

    Stephen Todd

    Owner

    Carol Grosvenor

    Owner

    Parke Petersen

    Lutcf , Aif And Partner

    Parke

    Lutcf, Aif And Partner

    Frequently Asked Questions regarding Cg Financial Services

    • Where are Cg Financial Services's Headquarters?

      Cg Financial Services's Headquarters are in 15744 Peacock Road ,Haslett,Michigan,United States

    • What is Cg Financial Services's phone number?

      Cg Financial Services's phone number is +1 517-339-7662

    • What is Cg Financial Services's official website?

      Cg Financial Services's official website is https://www.mycgfinancial.com

    • What is Cg Financial Services's Revenue?

      Cg Financial Services's revenue is $1 - 10M

    • What is Cg Financial Services's NAICS code?

      Cg Financial Services's NAICS code is 523930

    • How many employees are working in Cg Financial Services

      Cg Financial Services has 46 employees

    • What is Cg Financial Services's Industry?

      Cg Financial Services is in the industry of Financial Services

    • Who is Cg Financial Services's CEO?

      Cg Financial Services's CEO is Keith Gauss

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