Using our ingenuity
to build a financial
roadmap for our
clients and guide
Our team 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.
Mazzali & Associates is formed with one office in Lansing, Mich.
Mazzali & Associates becomes The Capital Group and purchases its first office building in Haslett, Mich.
The Capital Group opens its portfolio management services to affiliate advisors and rebrands to CG Financial Services.
CG Financial acquires Network Financial, broadening its reach to Charlotte, N.C.
CG grows to manage $1 billion in assets; expands to Richmond, VA, with the purchase of Deaton Financial.
CG eclipses $2 billion assets under management (AUM) and bolsters its offerings to include home and auto insurance through CG Insurance Agency.
With addition to the Traverse City, Mich. office, CG totals 7 locations nationwide and 57 financial advisors.
Surpassing $3 billion AUM, CG acquires Pinehurst Capital and adds offices in Pinehurst, N.C. and Wilmington, N.C.
In every conversation, interaction, and transaction,
our mission to live by these standards.
Expertly and passionately guide our relationships to achieve lifelong success through financial security.
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.
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.