CG Financial Services Information
Contact top employees from
CG Financial Services
Summary
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...Show more
Organization Website | mycgfinancial.com |
Phone Number | (877) 807-2079 |
Industries | |
Headquarters Location | 15744 Peacock Rd., Haslett, MI, 48840 US |
Employees Size | 100-200 employees |
Specialties | Financial Planning, Retirement Savings, Group Benefits Provider, Financial Advising, Life Insurance, Tax Planning, Executive Benefits, Employee Benefits, Estate Planning, Retirement Plans, Business Insurance, Business Planning, Business Transitioning |
Founded | 1999 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at CG Financial Services shows a diverse range of experience levels:
4% have been with the company for less than 1 year7% for 1–2 years11% for 3–4 years18% for 5–7 years11% for 8–10 years50% have over 11 years of service at CG Financial ServicesEx-employees positions
In Company
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Contact top employees from
CG Financial Services
Julia Kloeckner
Office Coordinator
Brent Bruggink
Head of Operations and Retirement Plan Services
Scott Hiipakka
President and COO
Ariel Reque
RIA Compliance Analyst
Milene Plisko
Managing Director, Insurance Operations
Matthew North
Operations Manager
Austin Brown
Financial Advisor
Daniel Sealy
Operations Manager
Drew Finnegan
Relationship Manager
Josiah Whitten
Senior Financial Advisor
Carol Grosvenor
Financial Advisor
Leah Harkrader
Accountant
Nancy Baran
Executive Assistant
Alex Denno
Financial Advisor
Melanie Lowe
Receptionist
Christian Whitehead CFP®
Certified Financial Planner
Christina Smith
Corporate Controller
Erin Allison
Human Resources Generalist
Brian Walker
Registered Sales Assistant
Elijah Richardson
Relationship Manager
Selena Meser
Relationship Support Specialist
Andrea Diltz
Wealth Management Intern
Nkaujzong Lo
Relationship Manager
Aidan Parkin
Wealth Management Intern
Mila Matlock
Financial Advising Intern
Tyler Porrell
Financial Planning Associate
Hunter Brown
Relationship Support Associate
Meah Palmatier
Wealth Managment Intern
Jora Brummette
Executive Specialist
Angelina Fenner
Relationship Support Associate
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FAQ
CG Financial Services operates in the Finance industries. More details can be found on the official website: mycgfinancial.com.
The headquarters of CG Financial Services are located in Haslett, United States.
You can contact CG Financial Services by phone at (877) 807-2079.
CG Financial Services currently employs 100-200 people.
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