Your goals are the foundation of CG Financial Services.
We're dedicated to helping you realize your dreams by helping you plan for and build your financial future.
We have professionals who specialize in group benefits and estate planning as well as investments and portfolio management, including in-house Certified Investment Management Analysts (CIMA®) and accounting and tax preparation experts.
We are affiliated with Capital Asset Advisory Services, a Registered Investment Advisory firm and a FINRA registered branch office of WFG Investments, Inc. What does that mean for you?
Adam Lesperance, ChFC, CFP, AIF
Partner & Financial Consultant
We're truly independent financial advisors. We're free to choose the products most appropriate for your particular needs and goals, rather than being bound by a brand. It's a truly personalized approach to financial planning.