Your Goals Guide Everything We Do
At CG Financial Services, everything we do begins with one question: what do you want your wealth to accomplish? For more than 25 years, we've helped families and business owners answer that question with clarity, confidence, and a plan that actually moves with their lives. We listen before we advise, simplify what feels overwhelming, and advocate for your best interest at every turn. That's not a tagline. It's how we show up every day.
About Us
Who We Are
Founded over 25 years ago, CG Financial Services was built on a simple idea: objective advice should always serve the client first. Today, with eight offices and over $4.5B entrusted to our care, our multidisciplinary team helps individuals, families, and business owners align every financial decision with long-term purpose.
How We Help
Thirst for Knowledge
We stay curious, ask better questions, and never stop learning. Our team pursues advanced credentials and continuous education because the financial landscape evolves and our clients deserve advisors who evolve with it.
Innovative Problem Solver
We turn complexity into clarity, developing solutions across investments, annuities, pensions, and tax strategies that move clients forward.
Self-Motivated
Proactive, disciplined, and focused on outcomes that strengthen long-term savings for retirement and financial independence.
Authentic
Honest, transparent guidance as fiduciary advisors, with no product bias or hidden agenda.
Positively Impact People
We measure success by the difference we make, for our clients, our team, and the communities we call home. When the people around us are better for having worked with us, we've done our job.
Why Trust Us
Why Clients Choose CG Financial
Fiduciary. Independent. No product bias. We answer only to you. That means objective guidance, full fee transparency, and strategies built solely around your goals, not ours.
Fiduciary
Your goals, not our products.
Accredited
Certified professionals: CFP®, CFA, AIF®, and more.
Independent
Objective advice across brokerages, mutual funds, annuities, and insurance, without sales pressure.
How We Listen, Simplify and Advocate
Listen, Simplify, Advocate isn't a slogan. It's how every relationship at CG begins, develops, and endures. We start with your purpose, bring structure to complexity, and stand in your corner at every decision point. It's what makes this feel different from any financial relationship you've had before.
Our Team
CG Leadership & Team
Our team brings decades of experience and a shared belief that trusted relationships shape meaningful outcomes. Meet the people behind the plan — fiduciary professionals who bring diverse expertise, genuine care, and a commitment to showing up for you every day.
Our Network
Our Locations
With eight offices across Michigan and North Carolina, we stay close to the clients we serve, meeting you wherever and however works best.
Talk to an Expert
Let's Build Your Financial Future
Tell us what matters to you. We'll build the plan around it.
