Cg Financial Services
Financial Advising
Why pick this one
CG Financial Services is an independent registered investment advisor providing fiduciary financial planning, wealth management, tax, retirement, estate, and risk-management coordination.
Best for
- Business owners coordinating company finances with personal wealth
- Business succession or sale planning
- Individuals and families preparing for retirement
- Families navigating inheritance or another major liquidity event
- Families coordinating estate, tax, and legacy planning
- Clients seeking fiduciary investment and financial planning
Specialties
- Fiduciary financial planning
- Wealth management
- Tax planning
- Retirement planning
- Estate and legacy planning
- Insurance and risk management
- Business succession planning
- Employee benefit programs
- Strategic asset placement
Certifications
- CFP®
- CFA
- AIF®
- CEPA®
What makes them different
- Independent registered investment advisor
- Fiduciary guidance focused on acting in clients' best interests
- Coordinates investments, tax strategy, income planning, estate planning, and protection in one plan
- Aligns business-owner finances with business growth, succession, and personal wealth
- Offers institutional pricing and internally managed strategies
Distilled from this business's own website.
Contact & Location
- Address
- 2018 Eastwood Rd Ste 212, Wilmington, NC 28403-7228
- Phone
- 18778072079
- Website
- https://www.mycgfinancial.com
- info@mycgfinancial.com
Services
- Financial planning
- Wealth management
- Tax planning
- Retirement planning
- Estate planning
- Insurance and risk management
- Employee benefits