Jeffrey Roman - Email & Phone Number

Financial Advisor at Cg Financial Services

Jeffrey Roman is based out of Greater Lansing and works at Cg Financial Services as Financial Advisor.

Jeffrey Roman's Contact Information

Latest update

September 19, 2025

Location

Greater Lansing

Jeffrey's current employer

Cg Financial Services

Description

Website

mycgfinancial.com

HQ Location

Haslett, MI, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Cg Financial Services

Frequent questions about Jeffrey Roman

What company is Jeffrey Roman working for?

Jeffrey Roman works for Cg Financial Services.

What is Jeffrey Roman's function at Cg Financial Services?

Jeffrey Roman is Financial Advisor at Cg Financial Services.

Where is Jeffrey Roman based?

Jeffrey Roman is based out of Greater Lansing.

Who are Jeffrey Roman's co-workers?

Jeffrey Roman's colleagues are Tony Mazzali, Jeffrey Casey, Peyton Petersen, Joe Tigan, Tony Bagneschi, Doug Featherstone, Nicholas Thiede, Nicholas Chilenko, Brian Sumner, Michael Rawls, Adam Lesperance, Suzanne Marlow, Nathan Pesch, Melissa Landry, Conchita Garcia, Dave Robinson, Matthew O'Neil, Jennifer Kolasa, Josiah Whitten, Christian Whitehead, Richard Adams, Alex Denno, Cary Ford, Austin Inman, Joseph Cagwin, Emilie Reinhardt, Ashley Musselman.

Jeffrey's co-workers

Tony Mazzali

President and Senior Financial Advisor

Jeffrey Casey

President and Senior Financial Advisor

Peyton Petersen

Lead Generation Specialist

Joe Tigan

Director of Marketing

Tony Bagneschi

Lead Advisor

Doug Featherstone

Lead Retirement Plan Advisor

Nicholas Thiede

Director Of Operations

Nicholas Chilenko

Director of Marketing

Brian Sumner

Head of Advisor Network Growth

Michael Rawls

Financial Advisor

Adam Lesperance

Partner & Financial Advisor, CFP®, ChFC®, AIF®

Suzanne Marlow

Customer Service Representative

Nathan Pesch

Financial Advisor

Melissa Landry

Financial Administrator

Data & Technology Specialist

Josiah Whitten

Financial Advisor

Christian Whitehead

Certified Financial Planner

Associate Financial Advisor

Joseph Cagwin

Financial Advisor Intern

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