CG Financial Services
Highly Engaged Employees
Highly Engaged EmployeesFinance · Michigan, United States · 51-200 Employees
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Overview
Headquarters
715 E Frank St, Caro, Michigan, 48723, U...Phone Number
(989) 673-6655Website
www.mycgfinancial.comRevenue
$18.8 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About CG Financial Services
CG Financial Services offers adaptive financial planning for individuals and businesses, guiding them through life's changes with expert financial advisors. Their services include personal financial planning, retirement and lifestyle planning, tax impact minimization, and business financial services. With over 25 years of experience and $4.0 billion in assets under management, they focus on serving the best interests of their clients as fiduciaries. Their intended clients include individual investors and business owners seeking to grow and protect their wealth.Explore more
CG Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.2M
51-200
Private
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MW
Michael WerfelFinancial Planner & Advisor & Financial Services Representative
Company Profile Activity
Activity Insights
CG Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
CG Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CG Financial Services.
CG Financial Services Tech Stack
A closer look at the technologies used by CG Financial Services
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Most Recent Scoops
Hiring Plans
CG Financial Services has more open roles in Operations than it has had at any time in the past 12 months.
Hiring Plans
Open Position
Open Position
Open Position
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Hiring Plans
CG Financial Services News & Media
Capital Asset Advisory Services LLC Increases Stake in iShares Core S&P 500 ETF ...
Capital Asset Advisory Services LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.4% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,603 shares of the company’s stock after purchasing an additional 328 shares during the period. Capital Asset […]CG Financial Services opens new office in Marquette - WLUC
The Lake Superior Community Partnership joined CG Financial Services for its grand opening and ribbon cutting for its new office in Marquette Wednesday.
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Frequently Asked Questions Regarding CG Financial Services
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CG Financial Services offers adaptive financial planning for individuals and businesses, guiding them through life's changes with expert financial advisors. Their services include personal financial planning, retirement and lifestyle planning, tax impact minimization, and business financial services. With over 25 years of experience and $4.0 billio... Read More
