CA
CG ADVISORY SERVICES
SEC RegisteredThe Highest Standards of Integrity
WILLIAMSTON, MIhttps://austinfinancial.us517-339-7662
Assets Under Management
$1B–$5B
Employees
136
Office Locations
25 offices
Total Accounts
18187
About the firm
Austin Tax and Financial is a financial services organization located in Saint Joseph, MI, focused on helping people protect and grow their assets, save money on taxes, and achieve their retirement goals. The firm offers a combined accountant, lawyer, and retirement advisor presence at one convenient business location.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Retirement PlanningTax PreparationTax PlanningSocial SecurityLong Term CareIRA And 401k RolloversLife InsuranceAnnuitiesRisk EvaluationInvestmentsInsurance
Services
Retirement planning, tax preparation and planning, Social Security planning, long term care, risk evaluation, income and taxes, IRA and 401k rollovers, life insurance, and annuities.
retirement_planningtax_planninginsurancesocial_security
Who they serve
Individuals entering retirement or who have already retired, as well as those seeking tax preparation and planning services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4,218 | $1.1B |
| High Net Worth Individuals | 680 | $1.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 409 | $496M |
| State/Municipal Entities | 31 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Anthony Joseph Mazzali
MANAGING MEMBER
Mark David Parker
MANAGING MEMBER
Jonathan Lee Cohen
MANAGING MEMBER
Jeffrey John Casey
MANAGING MEMBER
Kenneth Patrick Evangelista
CHIEF COMPLIANCE OFFICER
Office locations
25 offices in 9 states
MI
WILLIAMSTONHQ
TX
LONGVIEW
OK
TULSA
MD
BETHESDA
ID
IDAHO FALLS
MI
ANN ARBOR
NC
CHARLOTTE
MI
ANN ARBOR
VA
RICHMOND
NC
WILMINGTON
MI
MARQUETTE
TX
CYPRESS
IL
GALESBURG
MI
WILLIAMSTON
MI
CARO
MI
HOWELL
MI
TROY
GA
ATLANTA
MI
HOWELL
MI
MUNISING
MI
GRAWN
MI
TRAVERSE CITY
MI
ST. JOSEPH
MI
HASLETT
MI
DEERFIELD
Advisors at this firm
70 advisors in the directory
Richard Gray Adams
Investment Adviser Representative
Joseph Alamo
Investment Adviser Representative
Thomas Frederick Austin
Investment Adviser Representative
Brent Neal Bruggink
Investment Adviser Representative
Jennifer D Behm
Investment Adviser Representative
Austin James Brown
Investment Adviser Representative
Jeffrey John Casey
Investment Adviser Representative
Jonathan Lee Cohen
Investment Adviser Representative
Charles Ernest Coreth
Investment Adviser Representative
Joseph E Crumley
Investment Adviser Representative
Cassidy Carr
Investment Adviser Representative
David Leland Carr
Investment Adviser Representative
Justin A Cason
Investment Adviser Representative
Marissa Collins
Investment Adviser Representative
Riley N Derwich
Investment Adviser Representative
Thomas Bernard Doran
Investment Adviser Representative
Grant P Dunatchik
Investment Adviser Representative
Charles C Daugherty
Investment Adviser Representative
Alexander Michael Denno
Investment Adviser Representative
Brendan T Estes
Investment Adviser Representative
John Luke Evangelista
Investment Adviser Representative
Kenneth Patrick Evangelista
Investment Adviser Representative
Eric T Fritz
Investment Adviser Representative
Karen Joy Fritz
Investment Adviser Representative
Andrew Devitt Finnegan
Investment Adviser Representative
Alexandria Leigh Fulton
Investment Adviser Representative
Leonard Daniel Gilroy-Solano
Investment Adviser Representative
Oliver Paul Gooden
Investment Adviser Representative
Michael F Graves
Investment Adviser Representative
Michael Thomas Gillespie
Investment Adviser Representative
Emily Regina Haberkern
Investment Adviser Representative
Allison Ingles
Investment Adviser Representative
William Kevin Jenkins
Investment Adviser Representative
Jeffrey David Kercorian
Investment Adviser Representative
Joseph Kanouno
Investment Adviser Representative
Yelisey Kuts
Investment Adviser Representative
Nicole M Loden
Investment Adviser Representative
Mark Todd Loeber
Investment Adviser Representative
Adam Patrick Lesperance
Investment Adviser Representative
Elijah Timothy Loving
Investment Adviser Representative
Timothy Roy Loving
Investment Adviser Representative
Daniel George McPherson
Investment Adviser Representative
Aleia Kristy Macdonald
Investment Adviser Representative
Anthony Joseph Mazzali
Investment Adviser Representative
Jia Min
Investment Adviser Representative
Ryan Daniel Moffitt
Investment Adviser Representative
Ashley Elise Musselman
Investment Adviser Representative
Gary Nucian
Investment Adviser Representative
Matthew Patrick Oneil
Investment Adviser Representative
Scott David Palomaki
Investment Adviser Representative
Parke Grant Petersen
Investment Adviser Representative
Connor Porrell
Investment Adviser Representative
Tyler Mark Porrell
Investment Adviser Representative
Sanford J Prizant
Investment Adviser Representative
Elijah J Richardson
Investment Adviser Representative
David Michael Robinson
Investment Adviser Representative
Jeffrey Wayne Roman
Investment Adviser Representative
Lekshmi Rajaram
Investment Adviser Representative
Michael Andrew Rawls
Investment Adviser Representative
Ariel Reque
Investment Adviser Representative
Thomas Alastair Robertson
Investment Adviser Representative
Nicholas Raymond Schafer
Investment Adviser Representative
Colby Smith
Investment Adviser Representative
Wyatt Smith
Investment Adviser Representative
Karen Lynn Stancombe
Investment Adviser Representative
Nathan Carnochan Traxler
Investment Adviser Representative
Brian Joseph Walker
Investment Adviser Representative
Christian Dean Whitehead
Investment Adviser Representative
Josiah Whitten
Investment Adviser Representative
Nathan Zolynsky
Investment Adviser Representative
Regulatory & compliance
CRD number
#110929
SEC Number
801-67082
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Commission / Hourly / Flat Fee
Minimum: $5,000
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
austinfinancial.usPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CG ADVISORY SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.