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CG Financial Services Logo
CG Financial Services CB Rank
814584
Heat Score
55
CG Financial Services is a financial services company offering estate planning, investments, and portfolio management services.
Founded
obfuscation
Private Haslett, Michigan, United States11-50 mycgfinancial.com
Financial Services
Real Estate
Overview

CG Financial Services
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About CG Financial Services

CB Rank
814584
CG Financial Services is a financial services company offering estate planning, investments, and portfolio management services.
Founded
obfuscation
Private Haslett, Michigan, United States11-50 mycgfinancial.com
Financial Services
Real Estate

Details

Operating Status Active
Company Type For Profit
Phone Number (804) 330-7800
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Adaptive Financial Planning
A financial planning service that organizes clients' financial lives and creates plans adaptable to changing goals.
Investment Management
Management of client investment portfolios to align with their financial goals and risk tolerance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 58
News
Technology
View Tech Report

Monthly Web Visits

1,234
-10.51%
 in past month

IT Spend

$1.9MThis year, CG Financial Services is projected to spend $1.9M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Student Retention/Remediation in Higher Education Logo
Student Retention/Remediation in Higher Education
95
Cryptocurrency Logo
Cryptocurrency
91
SaaS Operations Management Logo
SaaS Operations Management
91

Actively Used Products

19CG Financial Services uses 19 technology products and services including HTML5, GoDaddy Premium DNS, and  DigiCert, according to G2 Stack.

Active Website Tech Count

12CG Financial Services is actively using 12 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  Mobile Non Scaleable Content.
Sub-Organizations
Frequently Asked Questions

Where is CG Financial Services's headquarters? CG Financial Services is located in Haslett, Michigan, United States.Who are CG Financial Services's competitors? Alternatives and possible competitors to CG Financial Services may include HighTower Advisors, Charles Schwab, and  Raymond James.
Who We Are
What We Do
Helpful Links
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