CG Financial Services

CG Financial Services is a finance institution located at 219 Station Road in Wilmington, North Carolina, United States. We specialize in providing adaptive financial planning for individuals and businesses, going beyond traditional methods to create personalized plans that evolve with your changing goals. Our experienced team offers expertise, credentials, and intelligence to deliver the advice you need and deserve.

Our services include organizing, designing, and implementing adaptive financial plans tailored to meet your unique financial goals. We are not limited to any specific investment or insurance company, allowing us to provide unbiased recommendations that suit your needs.

Securities are offered through LPL Financial, while investment advice is provided through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. CG Financial Services is a separate entity from LPL Financial. Our advisors may be registered representatives with LPL Financial and investment advisor representatives of Capital Asset Advisory Services, LLC, or solely investment advisor representatives of Capital Asset Advisory Services, LLC.

Jonathan Cohen is an investment advisor representative of Capital Asset Advisory Services, LLC, and not affiliated with LPL Financial. Our team is licensed to offer securities in various states across the country. Please note that the information provided on our website is for informational purposes only and should not be considered personalized advice.

For adaptive financial planning that meets your evolving goals, trust CG Financial Services. Contact us at info@mycgfinancial.com to get started on securing your financial future.