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.

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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.

Insurance

CG Financial Services

Anthony Mazzali

Kim Capone

Andrew Orr

Nathan Traxler

Daniel Sealy

Nicholas Schafer

Elijah J. Richardson

The Relationship Management Team at CG Financial Services is dedicated to fostering and maintaining strong client relationships by providing personalized support and ensuring client satisfaction. They serve as the primary points of contact for clients, addressing inquiries, coordinating financial planning efforts, and facilitating communication between clients and other departments within the company to ensure seamless service delivery. Through their proactive engagement, they help clients achieve their financial goals by tailoring services to meet individual needs and preferences.

Relationship Management Team

Analysts and Specialists

Relationship Management Team

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Other teams at CG Financial Services

Analysts and Specialists