Sell Steven M CPA
Why pick this one
CG Financial Services manages over $3 billion in assets and employs a multi-disciplinary team for comprehensive financial planning.
Best for
- individual financial planning
- wealth management for businesses
- insurance needs
Look elsewhere if
- seeking budget services
- looking for minimalistic financial advice
Certifications
- CFP
- ChFC
- AIF
- CIMA
- RICP
- EA
What makes them different
- manages over $3 billion in assets
- has multiple locations in Michigan and North Carolina
- employs a multi-disciplinary team
- offers both personal and business services
- Years in business
- over 20 years
- Serves
- Caro, MI, Charlotte, NC, Marquette, MI, Munising, MI, Pinehurst, NC, Traverse City, MI, Williamston, MI, Wilmington, NC
Distilled from this business's own website.
Contact & Location
- Address
- 300 E Kingston Ave Ste 106, Charlotte, NC 28203
- Phone
- (704) 631-2000
- Website
- https://www.mycgfinancial.com/about-us
- info@mycgfinancial.com
Services
- financial planning
- wealth management
- insurance services