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DETAILS

Partners in Life Planning......

General Info
CIG, Inc., founded in 1989, is an independent, comprehensive financial planning and asset management firm serving individuals, business, school systems, trusts, estates, and pension funds. From first time investors to large portfolio investors, from sole proprietors to corporations, we are committed to helping our clients achieve their goals as well as attain the maximum possible return combined with safety in all of their financial transactions and decisions.

Our Vision:

In getting from point A to point B, there are many other points along the way. Some call it fate, others call it luck. We call it Life. By listening and asking certain pertinent questions, we help our clients find and define their aims, goals, and objectives, and design a course of action toward accomplishment. Together we evolve and respond to your current and future needs…because the Journey of Life always calls for change.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Categories
Financial Planning Consultants, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Services, Financing Consultants, Insurance, Investment Advisory Service, Investment Management, Life Insurance, Retirement Planning Services
Services/Products
  • We offer following services:<div><br></div><div><div>Financial Planning</div><div>Asset Management</div><div>Insurance</div><div>Estate Planning</div><div>Tax Services</div><div>Legal Counsel</div><div>Financial Planning For Doctors</div><div>Women &amp; Investing</div><div>Business Owner</div><div>401K</div><div>Partners in Giving</div><div>Pension Consulting</div><div>Retirement Planning</div><div>Securities Trading</div> <div><br></div><br></div>
  • Tax Planning & Preparation
  • Annuities
  • Bonds
  • Mutual Funds
Brands
Federated
Location
Amenities
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Accreditation

CPA

Certified Financial Planner

Associations
Financial Planning Association, Paladin Registry
Data provided by one or more of the following: DexYP, Data Axle, Yext.