Business Details
27 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
At CG Financial Services, we have dedicated ourselves to redefining financial planning through an adaptive, client-centric approach since 1999. Our team of 69 fiduciary advisors combines over 25 years of industry experience with prestigious certifications like CFP, CFA, and AIF to deliver personalized solutions for individuals and businesses. We distinguish ourselves through a holistic methodology that integrates life planning with financial strategy, ensuring our clients' evolving goals are met with precision. Our independence from specific investment providers allows unbiased guidance, while our multi-disciplinary team collaborates to address complex financial challenges. With $4.0 billion in assets under management and a presence in eight locations across the U.S., we prioritize continuous learning, ethical standards, and client empowerment.Our proprietary Lifestyle Bucket Strategy and tax-efficient planning techniques demonstrate our commitment to innovation, while our partnerships with estate attorneys and insurance specialists ensure comprehensive wealth preservation. This integrated approach has enabled us to grow sustainably, serving clients nationwide while maintaining the personalized attention of a locally-rooted firm.
Services
Personal Financial Planning
Retirement Planning
Tax Minimization Strategies
Estate Preservation
Business Financial Services
Employee Benefits Consulting
Investment Management
Risk Management
Wealth Transfer Planning
Insurance Solutions
Details
- Year established: 1999
Highlights and features
- We serve as fiduciaries, legally obligated to act in your best interest
- Our advisors hold prestigious certifications including CFP, CFA, and AIF designations
- We maintain complete independence from investment and insurance product providers
- Our multi-disciplinary team collaborates to address complex financial situations
- We implement proprietary strategies like the Lifestyle Bucket System for better investment outcomes
Associations and certifications
- CFP
- CFA
- AIF
Services
Personal Financial Planning
Our personal financial planning service creates adaptive strategies tailored to individual life goals and financial circumstances. We analyze clients' current financial status, risk tolerance, and future objectives to develop comprehensive roadmaps for wealth growth and preservation. This service integrates cash flow management, investment planning, and risk assessment to ensure financial decisions align with personal values and lifestyle aspirations.
Retirement Planning
Specialized retirement planning focuses on creating sustainable income streams while minimizing tax liabilities. We develop customized strategies considering clients' current assets, desired retirement lifestyle, and estate planning goals. Our approach incorporates tax-advantaged accounts, income distribution planning, and market risk mitigation techniques to ensure financial security throughout retirement years.
Estate Preservation
Estate preservation services protect clients' legacies through strategic wealth transfer planning. We collaborate with legal professionals to optimize wills, trusts, and charitable giving strategies while minimizing estate tax burdens. This service ensures clients' wishes are fulfilled regarding asset distribution while providing guidance on probate avoidance and family financial education.
Business Financial Services
Comprehensive business financial services address owners' personal and corporate financial needs simultaneously. We develop strategies for business succession planning, executive compensation structures, and employee benefit programs. This service integrates corporate growth objectives with owners' personal wealth goals while implementing tax-efficient strategies for business asset management.
Tax Minimization Strategies
Our tax minimization strategies focus on reducing clients' overall tax burden through proactive planning. We analyze income sources, investment portfolios, and life changes to identify tax-saving opportunities. This service includes coordination with tax professionals to implement strategies like tax-efficient investment management, charitable giving, and retirement account optimization.
People
Jeffrey J. Casey
Partner
Certified Financial Planner with over 20 years of experience in wealth management, specializing in retirement planning and tax-efficient investment strategies for high-net-worth individuals.
Anthony J. Mazzali
Partner
Co-founder with CFP and ChFC designations, bringing extensive expertise in business succession planning and corporate financial strategy development across multiple industries.
Ken Evangelista
Partner
Financial planning specialist with a focus on estate preservation strategies and cross-generational wealth transfer solutions for family-owned businesses.
Adam Lesperance
Partner
Certified advisor with dual CFP and ChFC credentials, concentrating on investment management and risk assessment for both individual and institutional clients.
Joe Crumley
Investment Team
Chartered Financial Analyst managing portfolio strategies, implementing tax-efficient investment approaches while maintaining compliance with fiduciary standards across client accounts.
Questions
What makes CG Financial different from other financial advisors?
We combine fiduciary responsibility with adaptive planning methodologies, holding multiple industry certifications while maintaining independence from product providers to ensure unbiased advice.
How does the Lifestyle Bucket Strategy work?
This proprietary approach segments investments into time-based buckets to manage market volatility, improve behavioral discipline, and enhance long-term portfolio sustainability during retirement.
Do you work with out-of-state clients?
Yes, our services are available nationwide through our eight office locations and virtual consultation capabilities across all U.S. jurisdictions.
How are your advisors compensated?
We operate under a transparent fee-only structure, eliminating conflicts of interest by not accepting commissions or third-party payments for investment recommendations.
What happens during the initial consultation?
The first meeting focuses on understanding your financial situation, goals, and concerns through structured interviews before developing personalized planning recommendations.
How often do you review investment portfolios?
We conduct quarterly performance reviews with annual comprehensive plan updates, while providing ongoing adjustments for significant life changes or market shifts.
