CG Financial Services

Retirement Plan Advisor

Williamston, MI

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

  • Munising, MI
  • Charlotte, NC
  • Marquette, MI
  • Pinehurst, NC
  • Caro, MI
  • Williamston, MI (Headquarters)
  • Traverse City, MI

Accreditations & Certifications

  • RIA

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
PRINCIPAL EASE 401(K) PLANPRINCIPAL LIFE INSURANCE COMPANY, IA$651M161,040
A. RAYMOND CORPORATE NA, INC. 401(K) PLANA. RAYMOND CORPORATE NA, INC., MI$83M725
CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLANCONVERSE COLLEGE, SC$45M160
WARREN WILSON COLLEGE 403(B) DC PLANWARREN WILSON COLLEGE, INC., NC$42M198
FULTON COUNTY HEALTH CENTER EMPLOYEES' PENSION PLANFULTON COUNTY HEALTH CENTER, OH$38M538
FULTON COUNTY HEALTH CENTER TAX DEFERRED ANNUITY PLANFULTON COUNTY HEALTH CENTER, OH$34M906
BRIGHTON EMPLOYMENT, INC. PROFIT SHARING PLAN & TRUSTBRIGHTON EMPLOYMENT, INC., MI$27M861
WILLIAM PEACE UNIVERSITY RETIREMENT PLANWILLIAM PEACE UNIVERSITY, NC$23M136
SPARTANBURG METHODIST COLLEGE 403(B) PLANSPARTAN METHODIST COLLEGE, SC$13M155
WIREWAY/HUSKY EMPLOYEES 401(K) PLANWIREWAY HUSKY CORPORATION, NC$10M143
CAROLINA VILLAGE, INC. TAX SHELTERED ANNUITY PLANCAROLINA VILLAGE, INC., NC$9M374
CONSOLIDATED ELECTRICAL CONTRACTORS, INC. 401(K) PLANL&D ELECTRIC, INC. D/B/A CONSOLIDATED ELECTRICAL CONTRACTORS, INC., MI$6M169
SENIOR LIVING CHOICES OF VIRGINIA, INC. 403(B) PLANSENIOR LIVING CHOICES OF VIRGINIA, INC., VA$3M335
INVESTING TOGETHER IN YOUR FUTURE PLANGREEN PEAK INDUSTRIES, INC., MI$3M224
CAPITAL AREA HEALTH NETWORK 401(K) PROFIT SHARING PLAN AND TVERNON J HARRIS EAST END, VA$3M161
FIBRIX LLC 401(K) PLANFIBRIX, LLC, NC$3M218
GCC MSO HOLDINGS, LLC 401(K) PLANGCC MSO HOLDINGS, LLC, MI$3M525

Team Members

  • Adam Lesperance, CFP®, ChFC®, AIF®
  • Richard Adams, CFP®, ChFC®, AIF®
  • Mike Gillespie, AIF
  • Parke G Petersen, LUTCF®, AIF®
  • Oliver Gooden, CFA
  • Jeffrey J Casey, CFP®, ChFC®, AIF®
  • Anthony J Mazzali, CFP®, ChFC®
  • Jonathan L Cohen, CFP®, CIMA®
  • Alex Denno, AIF®
  • Scott Palomaki, AIF®

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