CG Financial Services

About CG Financial Services

At the heart of every retirement is a common theme; You want your money to work as hard for you as you have for it. At CG Financial Services, we share your goals, dreams, and passions, truly partnering with you to help you live the way you want.

Established in 1999, CG Financial is an independent wealth management company with the goal of helping our clients achieve their dream retirement. Our team has developed a client-centric approach to better understand where you are today, so we can guide you to where you want to be tomorrow.

We provide an umbrella of services for both individual and group clientele. Being an independent firm allows us to interact with different providers to ensure that our clients receive the best products available to them. We are a one-stop shop for retirement planning, tax planning, insurance, employee benefits, and much more!

Check out our website below for more information on how we can help!

Advisory Services offered through CG Advisory Services, a Registered Investment Advisor. Securities offered through Geneos Wealth Management. Member FINRA/SIPC.



January 2018 Williamston, MI
“The people, the work, I learned so much from every single advisor there. ”

Finance Intern

May 2018 Haslett, MI
“I loved it here. All of my coworkers were super nice and helpful with the transition into the new job. It is a giant learning curve but it is worth it! ”
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