What departments does CG Financial Services have?

CG Financial Services has employees across 7 departments including Business, Finance, Entrepreneurship, Accounting, Customer Success.

What is the largest department at CG Financial Services?

The largest department at CG Financial Services is Accounting with 2 employees.

Where are CG Financial Services employees located globally?

CG Financial Services has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has CG Financial Services's team size changed over time?

CG Financial Services's team has decreased from approximately 67 to 46 employees based on available data.

CG Financial Services Employee Directory

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.

CG Financial Services Global Highlights

North America
92

United States Of America
89
Canada
3

Europe
5

United Kingdom Of Great Britain And Northern Ireland
5

CG Financial Services's Leadership

R. A. C. C. A.
Retirement Plan Specialist / Small Business Owner Advisor
Mobile Phone
Email
A. L.
Partner & Senior Financial Advisor
Mobile Phone
Email
S. T.
Owner
Mobile Phone
Email
C. G.
Director
Mobile Phone
Email
C. L.
Financial Controller
Mobile Phone
Email
J. M.
Director
Mobile Phone
Email
N. T.
Relationship Manager
Mobile Phone
Email
P. P.
Lead Generation Specialist
Mobile Phone
Email

CG Financial Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Finance
Business Development
Other

Contact profiles from CG Financial Services

Name

Title

Contact Info

Location

Last Update

J. C.
Accountant
Mobile Phone
Email
Oct 16, 2024
N. R.
Financial Consultant
Mobile Phone
Email
Feb 02, 2024
B. W.
Registered Sales Assistant
Mobile Phone
Email
May 31, 2026

Frequently Asked Questions

What is CG Financial Services known for?

CG Financial Services was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-517-339-****

. Explore CG Financial Services's company overview page for more information.

What is CG Financial Services's most common email format?

CG Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CG Financial Services email formats with LeadIQ.

How many employees does CG Financial Services have currently?

CG Financial Services has approximately 77 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are CG Financial Services's key employees and leadership?

As of July 2026, CG Financial Services's key employees include:

Retirement Plan Specialist / Small Business Owner Advisor: R. A. C. C. A.
Partner & Senior Financial Advisor: A. L.
Owner: S. T.
Director: C. G.
Financial Controller: C. L.

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CG Financial Services Employee Directory

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