CG Financial Services
Shrey Patel is currently a Wealth Management Intern at CG Financial Services, where responsibilities include participating in client service meetings, preparing for meetings, creating client deliverables, and maintaining communication with clients and advisors. Prior to this role, Shrey served as Site Director at Court One Athletic Clubs, managing schedules for players and facilitating issue resolution. Shrey began professional experience as a Food Service Worker at Subway, handling cash registers and ensuring customer satisfaction. Shrey is pursuing a Bachelor of Business Administration in Finance at Western Michigan University, expected to graduate in May 2025, following a high school diploma from Okemos High School.
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CG Financial Services
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. #FinancialAdvisor #FinancialAdvisors #Fintech #FintechNews #WealthManagement #AssetManagement #RIA #RIAGrowth #CharlotteFinancialAdvisor #WilmingtonFinancialAdvisor #RichmondFinancialAdvisor #LansingFinancialAdvisor #personalCFO #BusinessOwners #EmployeeBenefitsProvider Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial.