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139 Genesee Street, New Hartford, NY 13413

(315) 765-6032
info@mycgcapital.com
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Christopher C. Giambrone, CFP, AIF, financial advisor in New Hartford, NY

Christopher C. Giambrone, CFP®, AIF®

Co-Founder & Financial Advisor in New Hartford, NY

A financial advisor helping families, professionals, and business owners across the Mohawk Valley coordinate investments, retirement, and tax strategy into one clear written plan.

Schedule a Consultation ☎ (315) 765-6032
Since 1996Advising clients in the Mohawk Valley
CFP® · AIF®CERTIFIED FINANCIAL PLANNER® Professional and Accredited Investment Fiduciary®
CommonwealthSecurities and advisory services through Commonwealth Financial Network®
LocalBased on Genesee Street in New Hartford, NY

Meet Chris

Christopher C. Giambrone has been an advisor in the financial industry since 1996, pairing technical planning with a commitment to helping clients take charge of their finances.

A CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® (AIF®), Chris focuses on comprehensive planning that connects investments, retirement, and tax strategy. His planning insights have been published or quoted by outlets including CNBC.com, TheStreet.com, Financial-Planning.com, Kiplinger.com, Financial Advisor Magazine, Bloomberg Law, and Investor’s Business Daily.

Chris holds two business degrees from the State University of New York and a Certificate in Retirement Planning from the Wharton School of Finance, and has taken a lifelong-learning approach that includes discussions on behavioral finance and modern portfolio theory at the Harvard Faculty Club. He has also been a sought-after speaker on financial topics, including a session for the Syracuse University football team.

Beyond his practice, Chris serves as a Corporate Partner of The Community Foundation of Herkimer & Oneida Counties, Inc., helping manage a Donor Advised Fund for local causes. He and his wife, Bre’, live in New Hartford with their two sons, Chase and Ashton, and share a goal of visiting every national park in the country. Away from the office he enjoys golf, swimming, and running.

Services Chris Provides

Comprehensive guidance across the areas that shape your finances, delivered as one connected plan for clients in New Hartford, Utica, and the surrounding Mohawk Valley.

Financial Planning

A customized strategy that charts a clear course from where your finances are today to the goals you want to reach.

Investment Management

Portfolios built and monitored around your goals, time horizon, and comfort with risk, then rebalanced as markets move.

Retirement Planning

A roadmap to and through retirement, coordinating savings, Social Security timing, and a sustainable income strategy.

Tax Reduction Strategy

Planning designed to help minimize what you owe over time through tax-aware account and withdrawal decisions.

Estate Planning

Strategies to help protect your legacy and provide for the people and causes that matter most to you.

Risk Management

A clear view of your risk profile and potential vulnerabilities, with protection strategies to help safeguard your wealth.

Areas Chris Serves

Chris works with clients from the CG Capital office at 139 Genesee Street in New Hartford, NY, serving families and business owners across the Mohawk Valley and Central New York, and by virtual meeting for clients who prefer to plan remotely.

New Hartford, NY

Home to our office on Genesee Street and the base for every plan we build.

Utica, NY

Coordinated planning for families and professionals across the greater Utica area.

Whitesboro, NY

Retirement and investment guidance for households throughout the village and beyond.

Clinton, NY

Financial planning for professionals, educators, and retirees in the Clinton area.

Rome, NY

Support for working families and business owners planning their next chapter.

Marcy, NY

Long-term planning for growing families and those nearing retirement.

Frankfort, NY

Local guidance rooted in the Herkimer and Oneida County communities.

Mohawk Valley

Comprehensive advice for clients across the wider Mohawk Valley region.

Central New York

Virtual and in-person planning for clients throughout Central New York.

Let's Build Your Plan Together

Partner with Chris Giambrone, a local New Hartford advisor, and take the first step toward pursuing your goals with a clear, coordinated plan.

Schedule a Consultation ☎ (315) 765-6032

Frequently Asked Questions

Straightforward answers about working with Chris Giambrone as a financial advisor in New Hartford and the Utica area.

Is Chris Giambrone a fiduciary?

Yes. Chris provides advisory recommendations under a fiduciary standard of care, which means his advice is designed to serve your best interest. He is an Accredited Investment Fiduciary (AIF®), and securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser and Member FINRA/SIPC.

What are Chris Giambrone's credentials?

Chris is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary (AIF®). He holds two business degrees from the State University of New York and a Certificate in Retirement Planning from the Wharton School of Finance, and he has been advising clients in the financial industry since 1996.

Where is Chris Giambrone located and what areas does he serve?

Chris works from the CG Capital office at 139 Genesee Street, New Hartford, NY 13413. He serves clients in New Hartford, Utica, and communities throughout the Mohawk Valley and Central New York, and he also meets with clients virtually. You can reach him at (315) 765-6032.

What kind of clients does Chris Giambrone work with?

Chris works with families, professionals, and business owners who want a coordinated plan across investments, retirement, and tax strategy. You do not need a large portfolio to begin. Many clients come to him when preparing for retirement, changing careers, or organizing their finances around a specific goal.

How is Chris Giambrone compensated?

Advisor costs vary based on the services you need and how your accounts are structured, so the clearest way to understand fees is a direct conversation. Chris will walk you through exactly how he is compensated during your initial consultation, and full details are provided in the Form CRS Client Relationship Summary. There is no cost to schedule that first conversation.

How do I schedule a consultation with Chris Giambrone?

You can schedule a consultation by calling the CG Capital office at (315) 765-6032 or by using the contact form on this website. The first conversation is complimentary, and it is a chance to discuss your goals and see whether working together is the right fit before you make any commitment.