About CG Financial Services
<p>With offices across Michigan and North Carolina, CG Financial Services brings a multi-state perspective to retirement plan work and personal financial planning. Founded in 2004, the firm operates as CG Advisory Services, an SEC-registered RIA, and works with individuals and businesses throughout the Great Lakes region and the Charlotte metro area.</p> <p>On the individual side, the team handles retirement and lifestyle planning, tax-impact planning, and legacy planning. For employers, CG Financial Services works as a fiduciary <a href="/plan-advisors">plan advisor</a> on 401(k) plans with services that include investment monitoring, plan design consulting, employee education, and ERISA compliance support.</p> <p>The firm also supports benefit strategies for owners and key employees through executive benefits, along with business insurance and employee health and welfare planning. A practical differentiator is its mix of RIA fiduciary oversight and on-the-ground coverage across multiple offices, which helps plan sponsors coordinate education, monitoring, and compliance in one relationship.</p> <ul> <li>401(k) plan advising and fiduciary investment monitoring</li> <li>Plan design consulting and ERISA compliance support</li> <li>Employee education for retirement plans</li> <li>401(k) audit support for plan sponsors</li> <li>Personal planning: retirement/lifestyle, tax impact, and legacy</li> </ul>
Website: https://mycgfinancial.com/business/retirement-plans/
Founded: 2004
Office Locations
- Traverse City, MI
- Pinehurst, NC
- Marquette, MI
- Williamston, MI (Headquarters)
- Charlotte, NC
- Munising, MI
- Caro, MI
Accreditations & Certifications
- RIA
Team Members
- Adam Lesperance, CFP®, ChFC®, AIF®
- Alex Denno, AIF®
- Anthony J Mazzali, CFP®, ChFC®
- Brian Walker, AIF®
- Christian Whitehead, CFP®, ChFC®, AIF®
- Elijah Richardson, CFP®
- Jeffrey J Casey, CFP®, ChFC®, AIF®
- Jonathan L Cohen, CFP®, CIMA®
- Mike Gillespie, AIF
- Oliver Gooden, CFA