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CG Financial Services

CG Financial Services


Financial PlanningAccountantTax Services/preparation

About Us

Life is hard enough already. Having a financial advisor who works for your success should be easy. With all the uncertainty in the marketplace, you need a trusted advocate who is with you and will guide you through the ups and downs of each day.

Your priorities are clear. You worked hard to support yourself and your family. You have built savings so you may live the life you want. Are you confident that you have the knowledge and know how to make those funds last throughout your retirement? Who do you trust to give you important advice on how to achieve your financial goals?

CG Financial has built a firm with you in mind. We have developed a client-centered approach focused on our clients’ goals. We spend the time to understand where you are today, so we can help guide you to where you want to be tomorrow.

Working with CG Financial, you're not just working 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.

CG Financial strives to provide high value financial planning in a multitude of areas. Whether you are heading toward retirement or a business owner looking to secure an economic future, our team offers fee-based planning.


CG Financial