Business Details
42 Years
experience
Trusted Financial Advisers in Archbold & Fort Wayne
CIG Financial Services was founded in 1984 with a mission to provide accessible wealth management solutions to our local community. Starting from a modest two-room office in Archbold, Ohio, we have grown into a trusted regional firm serving over 1,500 households across 23 states. Our team of 7 experienced advisors and 9 skilled support staff combines the institutional expertise of Wall Street with the personalized care of Main Street, delivering customized financial strategies tailored to each client's unique needs. Through our partnership with 724 Capital LLC, a registered investment advisor, we offer access to advanced research tools and fiduciary-driven services that prioritize client well-being.We specialize in comprehensive financial planning, investment management, retirement strategies, estate planning, and business advisory services, serving individuals, families, corporations, and charitable organizations. Our commitment to excellence is reflected in our state-of-the-art office facilities and strategic expansion into Fort Wayne, Indiana, allowing us to better serve clients in Northeast Indiana while maintaining our core values of trust, integrity, and personalized service.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Insurance Services
Business Advisory
College Funding
Tax Strategies
Wealth Preservation
Charitable Gifting
Details
- Year established: 1984
Highlights and features
- We combine Wall Street resources with personalized Main Street service
- Our team includes 7 experienced advisors with decades of combined expertise
- We operate under fiduciary standards through our partnership with 724 Capital LLC
- We serve clients across 23 states with customized wealth management solutions
- Our strategic office locations in Ohio and Indiana enable local market insights
Associations and certifications
- Registered Investment Adviser (RIA)
- FINRA
- SIPC
Services
Financial Planning
We develop comprehensive financial plans tailored to individual goals, covering budgeting, investment strategies, and long-term wealth accumulation. Our planners analyze your complete financial picture to create actionable roadmaps for achieving financial security. Services include cash flow analysis, debt management, and personalized investment allocation strategies.
Investment Management
Our investment team constructs diversified portfolios using institutional-grade research and advanced analytics through our partnership with 724 Capital LLC. We offer active portfolio management with regular performance reviews and adjustments to align with changing market conditions and client objectives. Services include risk assessment, asset allocation, and tax-efficient investment strategies.
Retirement Planning
We create customized retirement strategies including 401(k) plans, IRAs, and pension optimization techniques to ensure sustainable income during retirement years. Our specialists help clients determine optimal contribution amounts, withdrawal strategies, and tax implications. We also provide Social Security optimization analysis and longevity planning.
Estate Planning
Our estate planning services focus on wealth preservation and efficient asset transfer through trusts, wills, and charitable giving strategies. We collaborate with legal professionals to implement estate tax reduction plans and establish charitable remainder trusts that align with clients' philanthropic goals while maximizing tax benefits.
Business Advisory
We provide specialized business services including succession planning, buy/sell agreement funding, and executive compensation strategies. Our advisors help business owners develop continuity plans, implement key employee benefit packages, and optimize business valuations for future transitions or sales.
People
Michael Childs
Founder & Senior Advisor
With over 35 years in wealth management, Michael established CIG Financial Services in 1984. He specializes in creating customized financial strategies for high-net-worth individuals and businesses, focusing on long-term wealth preservation and intergenerational transfer planning.
David Miller
Managing Director
David leads our Fort Wayne office with 20+ years of experience in investment management and corporate finance. He specializes in business succession planning and has helped over 100 companies develop sustainable transition strategies while maintaining fiduciary compliance standards.
Sarah Thompson
Certified Financial Planner
Sarah holds CFP certification with expertise in retirement planning and tax-efficient investment strategies. She has guided 500+ clients through complex financial decisions, focusing on optimizing Social Security benefits and minimizing estate tax liabilities.
Questions
What services does CIG Financial Services offer?
We provide comprehensive financial planning, investment management, retirement strategies, estate planning, insurance solutions, and business advisory services tailored to individual and institutional clients.
In which states do you operate?
Our services are available in 23 states including Ohio, Indiana, Florida, Texas, California, and New York, with specialized compliance for state-specific financial regulations.
Are you a fiduciary financial advisor?
Yes, through our partnership with 724 Capital LLC, we maintain fiduciary standards that legally require us to act in our clients' best financial interests.
How experienced is your advisory team?
Our team comprises 7 seasoned advisors with combined decades of experience, supported by 9 dedicated professionals specializing in wealth management and financial planning.
Can you help with business financial planning?
We offer specialized business advisory services including succession planning, buy/sell agreements, executive compensation strategies, and corporate retirement plan management for small to mid-sized businesses.
Reviews (1)
Melissa Paz
Apr 19, 2021
Report
Very unprofessional cant get anyone to help with anything. Definitely no stars here . Will never do any kind of business with them ever again you can speak with every employee they have and no one knows how to even send a title.pretty sad that they are able to say that they are an actual company,their only awnser for everything is due to the corona virus we are working remotely.
