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CG Financial Services logo — Guiding individuals and businesses through life’s changes wi...

CG Financial Services

Guiding individuals and businesses through life’s changes with financial expertise, wisdom, and resources.

Founded 1999 United States Haslett, United States 71 employees Financial Services, Real Estate

General Information

Company Name CG Financial Services
Founded Year 1999
Location United States Haslett, United States +7
Employees 71
Industries Financial Services, Real Estate
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About CG Financial Services

CG Financial Services is a financial services company based in the United States, specializing in adaptive financial planning for individuals and businesses in Michigan, North Carolina, Virginia, and beyond. The company offers a wide range of services, including retirement and lifestyle planning, estate planning, tax minimization, and insurance planning for personal financial needs. In addition, they provide extensive employee benefits, retirement plans, and executive compensation packages for businesses, non-profits, and other organizations. With a focus on collaboration and synergy, CG Financial Services acts as the personal CFO, working with key service providers to meet and exceed clients' financial goals. Founded in 1999, the company continues to guide individuals and businesses through life's changes with financial expertise, wisdom, and resources. As a (venture capital) analyst, CG Financial Services presents an interesting investment opportunity due to its long-standing presence in the financial services and real estate industries, offering potential for growth and innovation in the evolving fintech landscape.

Taxonomy: Financial Planning, Retirement Savings, Group Benefits Provider, Financial Advising, Life Insurance, Tax Planning, Executive Benefits, Employee Benefits, Estate Planning, Retirement Plans, Business Insurance, Business Planning, Business Transitioning, Investment Advisory

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CG Financial Services Alternatives & Competitors

CG Financial Services vs
Faubourg Private Wealth
Faubourg Private Wealth United States

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CG Financial Services vs
Capital Planning Wealth Management
Capital Planning Wealth Management United States

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CG Financial Services vs
BCI Group, Inc.
BCI Group, Inc. United States

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FAQ About CG Financial Services

Guiding individuals and businesses through life’s changes with financial expertise, wisdom, and resources.
CG Financial Services was founded in 1999.
CG Financial Services is headquartered in Haslett, United States.
CG Financial Services operates in the following industries: Financial Services, Real Estate.
CG Financial Services has approximately 71 employees.
Top alternatives and competitors to CG Financial Services include Faubourg Private Wealth, Capital Planning Wealth Management, BCI Group, Inc., Reserve Wealth Management, Advanced Wealth Strategies. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
CG Financial Services and Faubourg Private Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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