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About Us

Your goals are the foundation of CG Financial Services.

We’re dedicated to helping you realize your dreams by helping you to secure your financial future.

We have experts who specialize in group benefits and estate planning as well as investments and portfolio management, including in-house Certified Investment Management Analysts (CIMA^®) and accounting and tax preparation experts.

We are affiliated with Capital Asset Advisory Services, a Registered Investment Advisory firm and a General Securities Branch office of INVEST Financial Corporation. What does that mean for you?

We’re truly independent financial advisors. We’re free to choose the product that’s best suited for your particular needs and goals, rather than being bound by a brand.

It’s a truly personalized approach to financial planning.

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Securities offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC.

Advisory services offered through INVEST and Capital Asset Advisory Services, LLC, registered investment advisors. INVEST does not provide tax or legal advice and is not affiliated with CG Financial Services or Capital Asset Advisory Services, LLC.

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