Home
About
- Our Team
Services
Resources
- Your Visit
- Accolades
Client Portal
- Black Diamond
- Schwab Alliance
Contact Us

Nicholas Thomas

Nicholas Thomas

OFI Assistant/Client Service Assistant

(503) 670-1958

Education:

Bachelor of Science, Business Administration in Finance, University of Arizona

Credentials:

Oregon Public Notary

Contact

Office: (503) 670-1958

Toll-Free: (888) 670-1958

Fax: (503) 670-1964

5 Centerpointe Drive

Suite 550

Lake Oswego, OR 97035

info@cgcfinancialservices.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Investment advisory services are offered through CGC Financial, LLC, a Registered Investment Advisor. CGC Financial, LLC only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.

CGC - ADV Part 2A

CGC - ADV Part 2B

Client Relationship Summary

CGC Privacy Policy Notice