Michigan Business Network

Originally uploaded October 8th For Media Business Episode 79: Tony Conley welcomes Jeff 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 Financials 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 Highlight Questions from this discussion: What is the state of the Wealth Management business in Michigan? Do your customers ask how the upcoming election will affect