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Office Locations

Home > About Us > Office Locations

Michigan

Marquette, MI
1510 W. Washington St.
Marquette, MI 49855

Phone: (877) 807-2079
Hours: 8:30am – 5pm EST
Directions Website

Munising, MI
113 West Superior St
Munising, MI 49862

Phone: (906) 387-3337
Hours: 8:30am – 5pm EST
Directions Website

Haslett, MI
15744 Peacock Rd.
Haslett, MI 48840

Phone: (517) 339-7662
Hours: 8:30am – 5pm EST
Directions Website

Caro, MI
715 E Frank St
Caro, MI 48723

Phone: (989) 673-6655
Hours: 8:30am – 5pm EST
Directions Website

Williamston, MI
148 Grand River Rd
Williamston, MI 48895

Phone: (517) 339-7662
Hours: 8:30am – 5pm EST
Directions Website

Traverse City, MI
1525 County Rd 633
Suite A
Traverse City, MI 49637

Phone: (231) 276-3435
Hours: 8:30am – 5pm EST
Directions Website

North Carolina

Charlotte, NC
7422 Carmel Executive Park Dr
Suite 320
Charlotte, NC 28226

Phone: (704) 373-2525
Hours: 8:30am – 5pm EST
Directions Website

Pinehurst, NC
100 Magnolia Rd
2nd Floor
Pinehurst, NC 28374

Phone: (877) 501-7337
Hours: 8:30am – 5pm EST
Directions Website

Wilmington, NC
219 Station Rd Suite 201
Wilmington, NC 28405

Phone: (877) 501-7337
Hours: 8:30am – 5pm EST
Directions Website

Virginia

Richmond, VA
9100 Arboretum Pkwy, Suite 300
Richmond, VA 23236

Phone: (804) 330-7800
Hours: 8:30am – 5pm EST
Directions Website

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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

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  • Executive Benefits
  • Business Insurance
  • Employee Health and Welfare

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Advisory Services offered through CG Advisory Services, an SEC Registered Investment Adviser. Securities offered through Geneos Wealth Management Inc. Member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training.

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You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, Form ADV Part 2A Appendix 1, 2B, and Part 3/Form CRS of the UMA Manager and the Executing SMA Managers, which include additional and more detailed risk disclosure about their investment strategies and is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/. Please note that Part 2B containing information specific to individual investment adviser representative is only available by contacting the adviser directly.

We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NJ, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, and WI. This is not an offer to sell securities in any other state or jurisdiction.

Information provided on this website is for informational purposes only and is not intended to offer specific personalized investment, financial planning, tax, or accounting advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.

By clicking on certain links, you will leave our website. The link you have selected may be located on another server. We have not independently verified the information available through outside links. The links are provided to you as a matter of interest.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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