Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Gaffney is an Investment Advisor Representative with CG Advisory Services, a firm that provides investment advice and financial planning to individual, corporate and institutional clients. Connor holds a Series 65 license. Prior to joining CG Advisory Services, Connor worked at Evangelista and Associates, Plante Moran Financial Advisors, and Simplicity Wealth. Connor is registered to provide advisory services in Michigan.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
06/06/2024 - Present
CG Advisory Services (Ann Arbor MI)
IA
Issued 10/13/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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