CG Financial Services

Financial ServicesMichigan, United States51-200 Employees

CG Financial Services is a financial services firm that offers adaptive planning for individuals and organizations across Michigan, North Carolina, and beyond. The firm provides a range of personal financial services, including retirement and lifestyle planning, estate planning, tax minimization, and insurance planning, aiming to address clients’ financial needs through a holistic approach. For business clients such as owners and non-profits, it delivers employee benefits, retirement plans, and executive compensation programs, emphasizing a collaborative, personal CFO model that coordinates with clients’ other service providers to pursue aligned financial goals. Based in Haslett, Michigan, the company positions itself as a partner that helps clients focus on their core activities while pursuing structured financial outcomes, with a presence in multiple markets and a history of expanding through strategic hires and mergers. Notable developments include leadership and organizational changes that reflect ongoing growth, such as recent executive appointments and prior mergers, which have contributed to its asset and client base expansion.

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