CG Financial Services

CG Financial helps our employees and provides excellent guidance and insight. They take the time to speak with plan participants to ensure they understand the retirement plan and how to invest for their future. Weve seen firsthand the positive impact this has had.
Feb 6th, 2023

Austin Brown is a great Financial adviser!
Feb 18th, 2021

We use CG Financial to manage our 401k Plan & have been very satisfied with the work both in the performance of our investment portfolio & rigor of their financial analysis. And, just as importantly, theyve been EZ for our management team and employees to work with. Often, employees are intimidated by financial jargon or the seeming endless choices for financial investment. CG Financial puts everything in clear, laymans terms, and then has a hands-on approach to helping plan participants. Whether its meeting employees individually to sign them up for the 401k or change their investments, presenting at LorAnn Quarterly meetings, or facilitating engagement or problem resolution with our plan sponsor or 3rd Party administrator, CG Financial has done a fantastic job, and I recommend them highly.
Mar 23rd, 2023