CBG Financial Planning

Dylan Green

Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Dylan Green: Investment Analyst Dylan joined the CBG team in June 2020 as an Investment Analyst and...

Roy Bodinus

Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Roy Bodinus: Principal – AIF, MBA Roy is a Principal at CBG & Company, Inc., is instrumental...

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Welcome to CBG & Company, Inc. A Dental Specific Financial Consulting Firm CBG is a dental specific financial planning, investment, accounting, tax, and consulting firm. View Services Our Services...

Our Clients

Individuals or organizations that utilize our services. CBG offers a perspective that addresses each element of our clients financial lives. Both personal and practice financial decisions are cross-referenced against...

Our Services

We offer a range of services Our services include Financial Planning, Tax Preparation and Accounting, Investment Advisory, and Transition Consulting. We would be delighted to assist you. Financial Planning...