CGC Financial Services
Highly Engaged Employees
Highly Engaged EmployeesFinance · Oregon, United States · 11-50 Employees
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Overview
Headquarters
5 Centerpointe Dr Ste 550, Lake Oswego, ...Phone Number
(503) 670-1958Website
www.cgcfinancialservices.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
1
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1
About CGC Financial Services
CGC Financial Services specializes in providing tailored financial strategies, including retirement planning, estate planning, investment management, insurance, and tax services. The firm prioritizes building long-term relationships with clients, focusing on their personal situations, dreams, and risk tolerances. Their services are designed to assist individuals at every stage of life, ensuring that financial advice is relevant to various life milestones. CGC Financial Services operates primarily in the states where they are registered, catering to clients seeking comprehensive financial guidance.Explore more
CGC Financial Services Org Chart
KG
Client Service Associate
AD
Client Services Associate
SH
Financial Advisor & Partner
DY
Financial Advisor & Partner
JG
Partner and Part-Owner
MM
Client Services Assistant
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CGC Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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CGC Financial Services financials insights
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2020
Debt
$150K
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CGC Financial Services specializes in providing tailored financial strategies, including retirement planning, estate planning, investment management, insurance, and tax services. The firm prioritizes building long-term relationships with clients, focusing on their personal situations, dreams, and risk tolerances. Their services are designed to assi... Read More
