Anthony Mazzali, CFP®, ChFC®
CEO and Financial Advisor
Offices Served: Williamston
Specialties: Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College Planning; Corporate Retirement Plans; Employee Benefits; Business Valuation; Executive Compensation
Anthony J. Mazzali (Tony) is CEO and founder of CG Financial Services. Tony has been involved in all phases of CG Financial Services development since its founding in 1999. With more than 25 years in the financial services industry, Tony's deep expertise in wealth preservation, wealth management, pension and 401(k) planning, estates and business owner issues, has allowed him to implement all forms of business and retirement planning with a satisfied customer loyalty.
Tony graduated with a BA in political science, history and business administration from the University of Minnesota. He holds Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law) registrations and a Life, Accident and Health license. Tony has earned designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP) and accredited Fiduciary. He is a TD Ameritrade Presidents Council member and has served on a number of other advisory boards.
Tony lives in Haslett, Michigan with his wife Pam. They have four children and enjoy traveling to their vacation homes in northern Michigan and Florida. In his personal time, Tony enjoys golfing, skiing, racquetball, and is an outdoor enthusiast. In 2016, he established Crooked Foot Upland Bird & Game Hunting Club to create a place where guest would feel welcome and receive a true pheasant hunting experience. He enjoys giving back to the community and donates to local charities and sports organizations. He spends time and resources organizing events specifically designed to thank our veterans and to the men and women who have served our country.