Business Details
42 Years
experience
Your Trusted Partner for Financial Planning & Investment Solutions
CIG Financial Services was founded in 1984 to provide wealth management services to the local community. Starting from a humble two-room office in Archbold with one advisor and one staff member, we have grown into a team of 7 experienced advisors and 9 skilled support staff. Our vision to become the leading financial services firm in the tri-state area led to the opening of a state-of-the-art office in downtown Archbold and a strategic expansion to Fort Wayne, Indiana. We now serve over 1,500 households across 23 states, maintaining a commitment to client-first service.Our partnership with 724 Capital LLC, a registered investment advisor, provides access to advanced research and systems, enhancing our ability to deliver personalized investment solutions. We remain dedicated to enriching lives through trust-based relationships and empowering generations in wealth creation, management, and distribution. Our services combine the exclusive tools of Wall Street with the personalized attention of Main Street, ensuring tailored financial strategies for individuals, families, and businesses.
Services
Investment Management
Retirement Planning
Estate Planning
Insurance Coverage
Business Advising
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of experience in wealth management and financial planning.
- Our team provides access to Wall Street-grade research and investment tools.
- We operate under fiduciary standards through partnerships with 724 Capital LLC.
- Our client-centered approach prioritizes personalized solutions over generic strategies.
- We serve households across 23 states with locally tailored financial expertise.
Associations and certifications
- Registered Investment Adviser
- FINRA
- SIPC
Services
Investment Management
We provide tailored investment strategies for individuals, families, and institutions. Our solutions leverage Wall Street-grade research and advanced systems through partnerships with 724 Capital LLC. Clients benefit from continuous market monitoring and customized portfolios aligned with their financial goals and risk tolerance.
Retirement Planning
Our retirement planning services cover corporate plans, 401(k)s, IRAs, and executive compensation strategies. We help clients navigate tax-efficient savings options and develop sustainable income plans for post-retirement life. Personalized guidance ensures alignment with long-term financial objectives.
Estate Planning
We specialize in estate tax reduction programs, charitable gifting strategies, and trust management. Our approach ensures seamless wealth transfer while minimizing tax liabilities. Clients receive customized plans addressing their unique family and financial circumstances.
Insurance Coverage
We offer life, disability, and long-term care insurance solutions alongside partnerships for home and auto coverage. Our services protect clients against financial risks while integrating with broader wealth management strategies for comprehensive security.
Business Advising
Our business services include succession planning, buy/sell agreements, and executive benefit packages. We help owners develop tax-efficient strategies for business continuity and retirement. Tailored solutions address both operational and personal financial needs.
Questions
What services does CIG Financial Services offer?
We provide investment management, retirement planning, estate planning, insurance solutions, and business advisory services tailored to individual and institutional needs.
Are you fiduciary financial advisors?
Yes, through our partnership with 724 Capital LLC, we adhere to fiduciary standards prioritizing client interests in all investment recommendations.
In which states do you operate?
We serve clients across 23 states including Ohio, Indiana, Arizona, California, Florida, Illinois, and Texas, among others.
How does CIG combine Wall Street and Main Street approaches?
We leverage institutional-grade research and systems from Wall Street partners while maintaining personalized, community-focused service typical of Main Street firms.
What qualifications do your advisors hold?
Our team includes experienced advisors with expertise in financial planning, investment management, and fiduciary compliance, supported by 724 Capital's CFA professionals.
