CGC FINANCIAL SERVICES, LLC
Financial Services - Lake Oswego, OR, US
CGC FINANCIAL SERVICES, LLC Employees
CGC FINANCIAL SERVICES, LLC Details
CGC Financial Services is a Wealth Management Firm based out of Lake Oswego, Oregon. At CGC Financial, we take the time to understand your overall lifestyle and personal needs to make informed decisions. We listen carefully to understand your short- and long-term goals and discuss how your goals may impact your financial plan. We show you where you are today and work with you to personalize the steps involved in helping you pursue your financial goals. Based on your unique situation, we present a variety of possible strategies and, together we will determine which may be most appropriate for your situation. Once we agree on the right plan for you, we leverage our knowledge and substantial resources to ensure it is fully implemented and properly monitored. We continuously review your financial strategy and make recommendations on new ways to approach your goals, as needed.Contact CGC Financial Services via our website to get started on your path to financial independence today! https://www.cgcfinancialservices.com/contactSecurities offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. Investment advisory services offered through CGC Financial Services, LLC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
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