This Business Is Not BBB Accredited

CGC Financial Services LLC

CGC Financial Services LLC

(503) 670-1958

CGC Financial Services LLC

11 years in business
5 Centerpointe Dr Ste 270
Lake Oswego, OR 97035-8652
Fax Numbers
  • (503) 670-1964
Additional Phone Numbers
  • (888) 670-1958
Additional Email Addresses
  • ccleveland@royalaa.com
  • jgrabenhorst@royalaa.com
  • gclemans@royalaa.com
BBB File Opened: 08/03/2010
Business Started: 03/01/2006
Business Started Locally: 03/01/2006
Type of Entity
Limited Liability Corporation
Business Management
  • Principal: Mr. Casey Cleveland, Member
  • Mr. Glen Clemans, Member
  • Mr. Jamison Grabenhorst, Member
Contact Information
  • Principal: Mr. Casey Cleveland, Member
  • Mr. Glen Clemans, Member
  • Mr. Jamison Grabenhorst, Member
Business Category
  • Financial Services
  • Insurance - Life
  • Retirement Planning Service

Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
9

A+

Overview

This company offers retirement planning and asset consulting for individuals and small companies.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Monday - Friday 8am - 5pm

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

CGC Financial Services LLC

THIS BUSINESS IS NOT BBB ACCREDITED

CGC Financial Services LLC

Customer Review Rating:

Positive
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Composite Score:

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