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Associates

Becky  Keenan, CEP, RFC

Jeff  Casey, CFP®, ChFC®

Eric Fritz, 
Customer Relations

Debbie Vancil, 
Director of Operations 

Lydia Whiteside

Steve  Stell, 
CPA PLLC

Landis  Beddingfield,
Payroll Specialist

About Us

  • Welcome
  • Our Associates
  • Prospective Client
  • Company Philosophy
  • Small Business Advisory Board
  • Group Legal Plans
  • Legal Plan Overview
  • Seminars
  • Our Location
Contact Us

300 E Kingston Ave
Suite 200

Charlotte, NC 28203

Phone: 704-373-2525
Fax: 704-358-9455

Map and Directions

Registered Representatives of, and Securities offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC. Advisory services offered through INVEST and Capital Asset Advisory Services, LLC, registered investment advisors.  INVEST does not provide tax advice and is not affiliated with CG Financial Services or Capital Asset Advisory Services, LLC.

 

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Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or
offering of any security and;
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