CG Financial Services Email Formats
Financial Services • 
Okemos, Michigan, United States • 51-100 Employees
CG Financial Services Email Formats
CG Financial Services uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@mycgfinancial.com), used 54.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@mycgfinancial.com | 72.7% |
{first name}{last name} | johndoe@mycgfinancial.com | 13.6% |
{first initial}{first initial} | jj@mycgfinancial.com | 9.1% |
{last name}{last name} | doedoe@mycgfinancial.com | 4.5% |
Key Contacts at CG Financial Services
Tony Mazzali
Chief Executive Officer
Ken Evangelista
Owner/Chief Compliance Officer
Company overview
| Headquarters | 15744 Peacock Rd., Haslett, MI 48840, US |
| Phone number | +15178994759 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Financial Advising, Tax Planning, Employee Benefits, Business Insurance, Life Insurance, Business Planning, Executive Benefits, Financial Planning, Estate Planning, Retirement Plans, Retirement Savings, Business Transitioning, Group Benefits Provider |
| Founded | 1999 |
| Employees | 51-100 |
| Socials |
About CG Financial Services
CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond. We strive to understand your personal journey and provide an array of services that fit your individual needs. Our Personal Financial Services teams provide retirement and lifestyle planning, estate planning, tax minimization, and insurance planning for all your financial needs. For businesses, business owners, non-profits, and other organizations, our Business Financial Services teams provide extensive employee benefits, retirement plans, executive compensation packages and more. Your business is the source of your financial security to live the life you want today and provides a legacy for your family in the future. We focus on your financial goals so you can get back to doing what you love: working on your business, not for your business. As your personal CFO, we collaborate with your key service providers to create synergies that ensures your goals are addressed. This allows us to meet expectations, alleviate concerns, and proactively collaborate with your team in seeking to create the best outcome possible to meet your goals. #FinancialAdvisor #FinancialAdvisors #Fintech #FintechNews Securities offered through LPL Financial, Member SIPC. sipc.org Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Employees by Management Level
Total employees: 51-100
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Employees
Employees by Department
CG Financial Services has 47 employees across 7 departments.
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Number of employees
Funding Data
CG Financial Services has never raised funding before.
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