About
CG Financial Services
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Caro, MI
With your needs in mind, our Caro team provides personal and business services to give you back time and peace of mind.
See Our Locations
Charlotte, NC
Nestled in the bustling South End of Charlotte, North Carolina, our team collaborates with businesses and individuals to build adaptive plans to reach their goals.
See Our LocationsMarquette, MI
Our staff in Marquette brings more than 20 years of industry knowledge to perfect financial plans for individuals and businesses.
See Our LocationsMunising, MI
Our Munising office is ready to serve you with staff that is the best and brightest in the industry.
See Our LocationsPinehurst, NC
Our Pinehurst Team delivers individualized financial plans in the Home of American Golf.
See Our LocationsTraverse City, MI
Our Traverse City team is ready to guide you through every stage of life planning.
See Our LocationsWilliamston, MI
In our flagship location, our team excels in delivering the service and quality you expect in a wealth management company.
See Our LocationsWilmington, NC
In the growing town of Wilmington, our team provides adaptive financial planning for individuals and businesses.
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Using our ingenuity
to build a financial
roadmap for our
clients and guide
them toward
financial success.
Our team of financial advisors is comprised of the collective wisdom, expertise, and knowledge of over 20 years in the financial industry.
We hire some of the best and brightest in the industry to create a comprehensive and integrated team that is more effective collectively, than separately.
Life is complex. Life can get messy. Some situations often require professionals from more than one specialty. Our multi-disciplinary team collaborates and takes the necessary steps to redirect our clients’ lives toward their goals.
Our History
1999
Mazzali & Associates is formed with one office in Lansing, Mich.
2001
Mazzali & Associates becomes The Capital Group and purchases its first office building in Haslett, Mich.
2005
The Capital Group opens its portfolio management services to affiliate advisors and rebrands to CG Financial Services.
2009
CG Financial acquires Network Financial, broadening its reach to Charlotte, N.C.
2010
CG grows to manage $1 billion in assets; expands to Richmond, VA, with the purchase of Deaton Financial.
2015
CG eclipses $2 billion assets under management (AUM) and bolsters its offerings to include home and auto insurance through CG Insurance Agency.
2018
With addition to the Traverse City, Mich. office, CG totals 7 locations nationwide and 57 financial advisors.
2021
Surpassing $3 billion AUM, CG acquires Pinehurst Capital and adds offices in Pinehurst, N.C. and Wilmington, N.C.
OUR FOUNDATION
Purpose, Vision
& Aspirations
In every conversation, interaction, and transaction,
our mission is to live by these standards.
PURPOSE
Expertly and passionately guide our relationships to achieve lifelong success through financial security.
VISION
Create a sustainable multi-generational business that promotes leadership and commitment while positively impacting the financial security and goal achievement of our clients and employees.
ASPIRATIONS
Maintain a culture of continuous learning, inspire creativity, possess ethical standards rooted in honesty, strive to solve challenges, support each relationship through collective winning, and engage in intentional interactions.
Our People Make the Difference
When you work with CG Financial, you do not just work with one advisor. You have a team, with diverse knowledge and skill sets at your disposal. We understand that every client has unique objectives and are in different seasons of life.
CG Financial has built a team that has expertise in almost any area a person might need while journeying through their financial life.
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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