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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
Employees 71
Industries Financial Services, Real Estate
Social

BounceWatch is an independent company data service, not affiliated with CG Financial Services. To contact CG Financial Services, visit mycgfinancial.com.

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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.

Business keywords: 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

No funding data available for CG Financial Services yet.

CG Financial Services Alternatives & Competitors

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CG Financial Services vs
Parallel Financial
Parallel Financial United States

Financial Advice In Your Best Interest That Brings Peace Of Mind And An Abundant Life

29 employees
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CG Financial Services vs
inSOURCE Financial Advisors
inSOURCE Financial Advisors United States

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CG Financial Services vs
Courtlandt Group
Courtlandt Group 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 Financial Services and Real Estate. Its work centres on Financial Planning, Retirement Savings, Group Benefits Provider and Financial Advising.
CG Financial Services has approximately 71 employees.
Top alternatives and competitors to CG Financial Services include Parallel Financial, inSOURCE Financial Advisors, Courtlandt Group, Heron Wealth dba Wealthspire Advisors, Golden Gate Financial and Insurance Solutions. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
CG Financial Services and Parallel Financial 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.

Source: BounceWatch company record for CG Financial Services, https://bouncewatch.com/company/cg-financial-services, updated 30 November 2024. When citing, please name BounceWatch and link this page.

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