A Client-Focused Culture

At CGC, we provide financial advice based on each client's needs. A testament to our success is that most of our business comes from referrals.

Our Clients look to us to:

Build financial security

  • We offer comprehensive financial planning
  • We provide a roadmap to attain financial goals
  • We alert clients to important economic changes

Become more informed investors

  • We offer independent, candid direction and advice
  • We conduct retirement education classes
  • We stay connected through quarterly or annual client meetings

Provide trusted advice

  • We follow through on our promises
  • Our clients receive transparent and thorough communication
  • We guard the security and confidentiality of client information

Provide outstanding, personal service

  • We provide a warm, welcoming atmosphere
  • We work to build enduring relationships
  • We strive to be effective, accurate and prompt

Partner with a motivated team

  • We work in a climate of mutual support and respect
  • Our team members adhere to the highest integrity and standards