CG Financial Services is a comprehensive financial planning firm with multiple locations nationwide, including Charlotte, NC. With over 20 years of industry knowledge and a team of experienced financial advisors, CG Financial Services offers personalized services for both individuals and businesses, helping them reach their financial goals and ensure long-term success. Their multi-disciplinary team collaborates to create adaptive and integrated financial plans, guiding clients through every stage of life planning.
CG Financial Services has a rich history of growth and expansion, starting as Mazzali Associates in 1999 and evolving into The Capital Group before rebranding as CG Financial Services. Over the years, they have acquired other financial firms, broadened their reach to different locations, and expanded their offerings to include portfolio management, insurance services, and more. With a strong foundation rooted in purpose, vision, and aspirations, CG Financial Services is committed to providing expert guidance, promoting financial security, and positively impacting the lives of their clients and employees.
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