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Text Content

(503) 670-1958
Client Login
Menu

 * Home
 * About 
   * Our Approach
   * Our Process
   * Our Team
 * Services 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
   * Glossary
   * Tax Resources
 * Tools 
   * Your Visit
   * Online Accounts
 * Contact
 * Disclosures 
   * Client Relationship Summary
   * SEC ADV 2A
   * SEC ADV 2B




WELCOME

Our business is built on a foundation of thoughtful client relationships.


YOUR FUTURE IS OUR FOCUS


CLIENT CENTERED

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your risk tolerance. Long-term relationships that encourage open and
honest communication have been the cornerstone of our foundation of success.

Learn more


CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE

We create financial strategies tailored to your goals.


WHAT MATTERS MOST

Take care of loved ones with detailed estate planning.

Learn more


FINANCIAL STRATEGIES

Years of experience have prepared us to guide you through your life transitions.

Learn more


LIFE’S MILESTONES

Financial advice for every situation.

Learn more


HAVE A QUESTION

Name
Email
Address
Phone
Question
Send
Thank you!
Oops!





WE’D LOVE TO HEAR FROM YOU!

CONTACT US



CONTACT

Office: (503) 670-1958

Toll-Free: (888) 670-1958

Fax: (503) 670-1964

5 Centerpointe Drive

Suite 550

Lake Oswego, OR 97035

info@cgcfinancialservices.com


QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
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 * All Calculators

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Glen Clemans, Davena Yee, Shane Hunt, and Noah Steinbrenner. Securities offered
through Osaic Wealth, Inc., broker-dealer, and member of FINRA and SIPC.

Additional investment advisory services offered through CGC Financial Services,
Inc. [CGC]. Osaic Wealth is separately owned and other entities and/or marketing
names, products or services referenced here are independent of Osaic Wealth.
These services are strictly intended for individuals residing in jurisdiction(s)
where we are appropriately registered, excluded, or exempt from registration.

As such, this communication is strictly intended for individuals residing in the
states of AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD,
ME, MN, MO, MT, NC, NE NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA,
VT, WA, WI. No offers may be made or accepted from any resident outside the
specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact
business in a state if first registered or is excluded or exempt from state
broker-dealer, investment adviser, BD agent or IA rep registration requirements,
as appropriate. Follow-up, individualized responses to persons in a state by
such a firm or individual that involve either effecting or attempting to effect
transactions in securities, or the rendering of personalized investment advice
for compensation, will not be made without first complying with appropriate
registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of
broker-dealer, investment adviser, BD agent, or IA rep, a consumer should
contact his or her state securities law administrator.