# CG Financial Services
Source: https://planprovider.pro/provider/cg-financial-services

> With offices across Michigan and North Carolina, CG Financial Services brings a multi-state perspective to retirement plan work and personal financial planni…

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/](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).

| Plan|Sponsor|Assets|Participants|

| PRINCIPAL EASE 401(K) PLAN|PRINCIPAL LIFE INSURANCE COMPANY, IA|$651M|161,040|

| A. RAYMOND CORPORATE NA, INC. 401(K) PLAN|A. RAYMOND CORPORATE NA, INC., MI|$83M|725|

| CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN|CONVERSE COLLEGE, SC|$45M|160|

| WARREN WILSON COLLEGE 403(B) DC PLAN|WARREN WILSON COLLEGE, INC., NC|$42M|198|

| FULTON COUNTY HEALTH CENTER EMPLOYEES' PENSION PLAN|FULTON COUNTY HEALTH CENTER, OH|$38M|538|

| FULTON COUNTY HEALTH CENTER TAX DEFERRED ANNUITY PLAN|FULTON COUNTY HEALTH CENTER, OH|$34M|906|

| BRIGHTON EMPLOYMENT, INC. PROFIT SHARING PLAN & TRUST|BRIGHTON EMPLOYMENT, INC., MI|$27M|861|

| WILLIAM PEACE UNIVERSITY RETIREMENT PLAN|WILLIAM PEACE UNIVERSITY, NC|$23M|136|

| SPARTANBURG METHODIST COLLEGE 403(B) PLAN|SPARTAN METHODIST COLLEGE, SC|$13M|155|

| WIREWAY/HUSKY EMPLOYEES 401(K) PLAN|WIREWAY HUSKY CORPORATION, NC|$10M|143|

| CAROLINA VILLAGE, INC. TAX SHELTERED ANNUITY PLAN|CAROLINA VILLAGE, INC., NC|$9M|374|

| CONSOLIDATED ELECTRICAL CONTRACTORS, INC. 401(K) PLAN|L&D ELECTRIC, INC. D/B/A CONSOLIDATED ELECTRICAL CONTRACTORS, INC., MI|$6M|169|

| SENIOR LIVING CHOICES OF VIRGINIA, INC. 403(B) PLAN|SENIOR LIVING CHOICES OF VIRGINIA, INC., VA|$3M|335|

| INVESTING TOGETHER IN YOUR FUTURE PLAN|GREEN PEAK INDUSTRIES, INC., MI|$3M|224|

| CAPITAL AREA HEALTH NETWORK 401(K) PROFIT SHARING PLAN AND T|VERNON J HARRIS EAST END, VA|$3M|161|

| FIBRIX LLC 401(K) PLAN|FIBRIX, LLC, NC|$3M|218|

| GCC MSO HOLDINGS, LLC 401(K) PLAN|GCC MSO HOLDINGS, LLC, MI|$3M|525|

## 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®

## Other Retirement Plan Advisors in MI

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- [Bright Financial Advisors, Inc.](https://planprovider.pro/provider/bright-financial-advisors-inc) - Portage, MI

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- [Stephen Wealth Management Group](https://planprovider.pro/provider/stephens-consulting-llc) - Flint, MI

- [Hfg Advisors, Inc.](https://planprovider.pro/provider/hfg-advisors-inc) - Kalamazoo, MI

- [KerberRose Wealth Management, LLC](https://planprovider.pro/provider/kerberrose-wealth-management-llc) - Shawano, WI

- [Kestra Advisory Services, LLC](https://planprovider.pro/provider/kestra-advisory-services-llc) - Dallas, TX

- [Korhorn Financial Group](https://planprovider.pro/provider/korhorn-financial-group) - Granger, IN

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