A complete list of active advisors currently associated with CGC Financial Services

Warmer can help you find a great advisor at CGC Financial Services or one who fits your needs even better.

CGC Financial Services advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and business entities, offering discretionary and non‑discretionary portfolio management, comprehensive financial planning, and ongoing advisory services. The firm manages approximately $875 million in client assets and notes that some advisory personnel are also registered with a broker‑dealer and licensed to sell insurance, so clients may encounter brokerage or insurance offerings in addition to advisory services. The firm’s investment process centers on tactical asset allocation with active rebalancing, using a mix of fundamental, technical and charting analysis and taking tax considerations into account when reviewing client holdings. Financial plans are prepared on an as‑needed basis depending on life stage and complexity, and accounts are reviewed at least annually with ongoing monitoring and transaction reviews. CGC’s structure is notable for its combination of a substantial asset base and a high client load — roughly 1,140 clients served by five advisors, alongside a typical account minimum of $750,000 — a mix that is uncommon among similarly sized team firms and may influence service model and contact frequency. The brochure also discloses affiliations with a broker‑dealer and mutual fund consulting relationships and indicates the firm references third‑party ratings in its materials, disclosures the firm identifies as potential sources of additional compensation or benefits.

To learn more about the advisors currently working at CGC Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.