Our life planning process goes beyond traditional financial planning to organize your financial life and build an adaptive plan to help achieve your changing goals.
$4.0 Billion
Assets Under
Management
25
Years of
Serving Clients
69
Fiduciary
Advisors
Guiding you through
life’s changes
Gain peace of mind working with a trusted and experienced firm to organize, design, and implement an adaptive financial plan that meets your unique and everchanging financial goals.
FOR INDIVIDUALS
FOR BUSINESS OWNERS
WHY CHOOSE CG FINANCIAL
Expert, Independent & Objective
We offer our combined expertise, credentials, and intelligence to provide you with the advice you value and expect.
FIDUCIARIES
Serving your best interest.
ACCREDITED
Many financial advisors hold designations, such as CFP®, CFA, and AIF®.
INDEPENDENT
Not limited to any specific investment or insurance company.
INSIGHTS
IN THE NEWS
Talk with an Advisor
Interested in learning more about becoming a client?
Individual Investors
(517) 899-4759
Retirement Plans for Employers
(517) 899-2357
Home, Auto, & Business Insurance
(888) 984-2365
Current Client or General Inquiries
(877) 807-2079
info@mycgfinancial.com
Check the background of this investment professional on FINRA’s BrokerCheck.
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