The Beginning
Mazzali & Associates launches in Lansing, Michigan, rooted in independence, trust, and long-term financial guidance, including early retirement planning and investment advisory services.
Client-first. Independent. Built for the long term.
From a single office in Lansing to a firm managing over $4 billion, CG Financial Services has grown by doing one thing well: putting clients first. Along the way, we've added offices, expanded into new markets, and built a multidisciplinary team across three integrated divisions. What we've never lost is the independence, the relationships, and the standard of care that started it all.
Our Story
Our History
Every milestone below reflects a deliberate choice: grow with purpose, invest in people, and never compromise the standard of care our clients expect.
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Milestone 1 of 10: 1999, The Beginning
Our Framework
Our Structure
Our structure is built to give you the best of both worlds: the depth and resources of a national firm with the personal attention of a local advisor. Independent from any corporate product mandate, we operate on an open-architecture platform that gives your advisor access to the full investment landscape, with every recommendation made solely in your interest.
- Statistic 1 of 8
$4.5B+ AUM
Entrusted to us by clients seeking disciplined, long-term guidance
Over $4 billion in assets reflect the confidence families, businesses, and advisors place in our long-term fiduciary guidance.
CG Family of Companies
One Firm. Three Specialties. Your Complete Financial Team.
CG Financial Services operates as one coordinated firm, uniting wealth management, risk strategy, and advisory expertise under shared leadership and a common fiduciary standard. Our clients experience seamless collaboration across disciplines, with one trusted advisor guiding every decision.
CG Financial Services
Independent fiduciary wealth management, coordinating retirement planning, investments, and tax planning for individuals, families, and business owners
CG Insurance
Strategic risk management, including life insurance and protection strategies aligned with long-term financial plans
CG Advisor Network
A professional platform for independent advisors seeking growth, collaboration, and shared resources
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Our Strategy
Independence That Serves You
As an independent RIA, we operate without corporate product mandates or sales pressure. That independence means every recommendation is based on what serves you best.
Open architecture investment access
Institutional-grade custody and platform access
Regulatory transparency and oversight
Coordinated strategies across retirement planning, tax strategy, and long-term wealth management
Compliance Documents
Doing What's Right, Always
Our fiduciary responsibility is the foundation of every relationship. We follow a disciplined approach, maintain full transparency, and adhere to SEC and FINRA standards to safeguard your financial future and support your long-term goals.
Talk to an Expert
Partner with a Firm That Puts You First
Tell us what matters to you. We'll build the plan around it.
