Jeffrey J. Casey
President and Senior Financial Advisor at Cg Financial Services
Based in Haslett, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Haslett
Industry
Financial Services
Company size
77
Contact information
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j•••••••@mycgfinancial.com
Phone
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Background
About Jeffrey J. Casey
Jeff is the President of CG Financial Services and has been in the financial industry for over 25 years. CG Financial Services provides adaptive financial planning for individuals and businesses and manages over $3.1 billion in assets. As a founding partner and Senior Financial Advisor of CG Financial Services, Jeff has been a pillar of CG Financial's foundation, specializing in areas of comprehensive wealth management, executive compensation, and corporate retirement plans. Jeff works to build and implement business strategies across the four divisions of CG Financial Services: Individual Wealth Management, Business Services, CG Advisor Network, and CG Insurance Agency. Jeff strives to help clients and employees reach their personal and financial goals.
Decision-makers
Other people at Cg Financial Services
- DSDirector
Dan Schrock
Head of Business Development and Marketing · Sales & Business Development
- RBStaff
Rob Baran
Intern · Finance & Accounting
- BNDirector
Brent N. Bruggink
Director of Retirement Plan Services · General Business & Management
- KEC-Team
Ken Evangelista
Owner Chief Compliance Officer · Other
- LFC-Team
Laura Farmer
Small Business Owner · General Business & Management
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