CG Financial Services
Financial Advising
Why pick this one
CG Financial Services has 25 years of experience and manages $4.0 billion in assets while offering independent financial planning.
Best for
- individuals seeking personalized financial planning
- business owners needing retirement and tax strategies
Look elsewhere if
- looking for budget-friendly services
- requiring immediate emergency financial assistance
Specialties
- retirement and lifestyle planning
- minimizing tax impact
Certifications
- CFP
- CFA
- AIF
What makes them different
- $4.0 billion in assets under management
- 69 fiduciary advisors
- independent and not limited to specific investment companies
- Years in business
- 25
- Serves
- Williamston, Munising, Marquette, Caro, Traverse City, Charlotte, Pinehurst, Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 7422 Carmel Executive Park Dr, Charlotte, NC 28226-0424
- Phone
- +18778072079
- Website
- https://mycgfinancial.com/
- info@mycgfinancial.com
Services
- financial planning
- investment management
- insurance services