CG Financial Services
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Finance · Michigan, United States · 51-200 Employees

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Overview

Headquarters

715 E Frank St, Caro, Michigan, 48723, U...

Phone Number

(989) 673-6655

Revenue

$18.8 Million

Industry

Finance Securities Trading

About CG Financial Services

CG Financial Services is an independent registered investment advisor that specializes in fiduciary financial planning and wealth management for individuals, families, and business owners. Their services include financial planning, wealth management, retirement planning, tax planning, estate planning, employee benefits, and insurance and risk management. The firm aims to simplify financial complexities and align wealth with clients' values and purposes, ensuring that every financial decision is intentional and coordinated. With a commitment to advocacy and a client-centered approach, CG Financial Services has built a reputation for providing clarity and confidence in financial decision-making.Explore more
CG Financial Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

CG Financial Services Org Chart

AM
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Chief Executive Officer

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CF
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Controller

PhoneEmail
CS
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Corporate Controller

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PP
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Manager, Wealth

PhoneEmail
KS
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Manager, Accounting

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Compare Similar Companies to CG Financial Services

Compare insights from companies similar to CG Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CG Financial Services

$18.8M
51-200
Private
-
1998
$21.6M
51-200
Private
-
2007
N/A
$19.9M
51-200
Private
-
2010
KM
Kenneth MileyFinancial Services Representative
$7.4M
51-200
Private
-
2015
$5.2M
51-200
Private
-
-
ND
Neal DesaiInvestment Advisor & Representative
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
Illustration of an envelope

CG Financial Services Tech Stack

A closer look at the technologies used by CG Financial Services

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Frequently Asked Questions Regarding CG Financial Services

What is CG Financial Services's official website?
CG Financial Services's official website is www.mycgfinancial.com
What is CG Financial Services's Revenue?
CG Financial Services's revenue is $18.8 Million
What is CG Financial Services's SIC code?
CG Financial Services's SIC: 62,628
What is CG Financial Services's NAICS code?
CG Financial Services's NAICS: 52,523
How many employees does CG Financial Services have?
CG Financial Services has 51-200 employees
What industry does CG Financial Services belong to?
CG Financial Services is in the industry of: Finance, Securities Trading
What is CG Financial Services competition?
CG Financial Services top competitors include: Mastey Financial Group, Professional Wealth Advisors, MassMutual, Pinnacor Financial Group
What companies has CG Financial Services acquired?
CG Financial Services has acquired the companies: Pinehurst Capital
What technology does CG Financial Services use?
Some of the popular technologies that CG Financial Services uses are: WordPress.org, Drupal, PHP, Google Universal Analytics
How do I contact CG Financial Services?
CG Financial Services contact info: Phone number: (989) 673-6655 Website: www.mycgfinancial.com
What does CG Financial Services do?

CG Financial Services is an independent registered investment advisor that specializes in fiduciary financial planning and wealth management for individuals, families, and business owners. Their services include financial planning, wealth management, retirement planning, tax planning, estate planning, employee benefits, and insurance and risk manag... ement. The firm aims to simplify financial complexities and align wealth with clients' values and purposes, ensuring that every financial decision is intentional and coordinated. With a commitment to advocacy and a client-centered approach, CG Financial Services has built a reputation for providing clarity and confidence in financial decision-making.Read More

What are CG Financial Services social media links?
CG Financial Services Linkedin page CG Financial Services Twitter page
Is CG Financial Services a public company?
CG Financial Services is private company therefore does not currently have an official ticker symbol
See more information about CG Financial Services

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