CG Financial Services
Highly Engaged Employees
Finance · Michigan, United States · 51-200 Employees
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Overview
Headquarters
715 E Frank St, Caro, Michigan, 48723, U...Phone Number
(989) 673-6655Website
www.mycgfinancial.comRevenue
$18.8 MillionIndustry
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
SIC Code 62,628NAICS Code 52,523Show moreCG 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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LS
Lawrence SiliatoFinancial Investment Advisor & Advisor & Lutcf Representative
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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