Chris Demetral - Raymond James - Rochester (MI)

Jay Bee Absolute best-in-class financial advisors. Mike and his team treat clients like family and get you on the right track to financial freedom in retirement. They take the time to listen and educate in order to customize the best solution for each individual. I can’t speak highly enough about this amazing team! I highly recommend this firm to anyone in need of a financial retirement strategy.

Ryan Riebel Simply the best advisor and team in the financial market, blessed to work with them to secure our financial goals. Thank you!

Ahzje Thomas Working with Robert made filing taxes a breeze for me and my fiancé. He was very prompt and everything went through without any issues. His communication was perfect and he answered every question that we had! Thank you for the excellent customer service!

Mikki Magistrado Seth, Josh and Maureen and their team are incredible. Top notch communication and service. We felt taken care of through the whole process and they happily answered our million questions. The team was even available in outside hours to respond to more pressing matters. I would recommend this team to anyone who is buying their first house and wants to feel confidence in their team and the process. They also give amazing recommendations. Thank you again guys!

John Henighan 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, they’ve 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, layman’s terms, and then has a hands-on approach to helping plan participants. Whether it’s 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.