CG Financial

About CG Financial

CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, Virginia, and beyond. We strive to understand your personal journey and provide an array of services that fit your individual needs.

Our Personal Financial Services teams provide retirement and lifestyle planning, estate planning, tax minimization, and insurance planning for all your financial needs.

For businesses, business owners, non-profits, and other organizations, our Business Financial Services teams provide extensive employee benefits, retirement plans, executive compensation packages and more. Your business is the source of your financial security to live the life you want today and provides a legacy for your family in the future. We focus on your financial goals so you can get back to doing what you love: working on your business, not for your business.

As your personal CFO, we collaborate with your key service providers to create synergies that ensures your goals are achieved. This allows us to meet expectations, alleviate concerns, and proactively collaborate with your team to create the best outcome possible to meet your goals.

Our team is comprised of the collective wisdom, expertise, and knowledge of over 20 years in the financial industry. We hire some of the best and brightest financial advisors in the industry to create a comprehensive and integrated team that is more effective collectively, than separately.



January 2018 - August 2018 Berwyn, PA
“How intimate the relationship was because it was a small firm and I was the only intern, it allowed me to learn a lot of things and be hands on with the CEO of company. ”
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