Financial Advisor in New Hartford, NY

Q: Is CG Capital a Fiduciary?

Yes. CG Capital provides advisory recommendations under a fiduciary standard of care, which means our advice is designed to serve your best interest. Securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser and Member FINRA/SIPC.

Work with a local, fiduciary-focused advisor right here in New Hartford. From our office on Genesee Street, we help your household and business coordinate planning, retirement, investments, and taxes into one clear plan.

Schedule Your Consultation ☎ (315) 765-6032

Since 1996Advising families and business owners

CFP^® · AIF^®Credentialed, fiduciary-focused advisors

CommonwealthSecurities through Commonwealth Financial Network^®

LocalBased in New Hartford, NY

Your Financial Advisor in New Hartford

CG Capital is a financial advisory practice based in the heart of New Hartford, NY. We are not a distant call center or a name on a national directory. We are your neighbors, working with households, professionals, and business owners who want a plan they can sit down and talk through in person.

Being local matters. We know the community, we meet face to face, and we stay engaged with your plan as your life here changes, whether that is buying a home near the village, growing a business in town, or planning for the retirement you want to spend close to family.

Why a Local Advisor Makes a Difference

Financial decisions are personal, and they are easier to make well when the person guiding you is nearby, accountable, and invested in the same community. Here is what working with a New Hartford advisor gives you.

Face-to-Face Access

Meet in our office when it matters, not just over a screen, and reach a team that knows you by name.

Rooted in the Community

We live and work in the same area you do, so we understand the local context behind your goals.

One Coordinated Plan

Planning, investments, retirement, and taxes are handled together, so every part of your plan supports the rest.

A Relationship That Lasts

We stay engaged over the years, adjusting your plan as your life in New Hartford changes.

How We Help Our Clients

Comprehensive guidance across the areas that shape your finances, delivered as one connected plan for families, professionals, and business owners.

Financial Planning

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

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Retirement Planning

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

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Investment Management

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

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Tax Planning

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

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Estate Planning

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

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Risk Management

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

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Meet Our Local Advisors

Choosing an advisor is really about deciding whom to trust with your family's future. Our founders have guided clients from right here since 1996.

Dennis D. Coughlin, CFP^®, AIF^®

Founder & Financial Advisor

A CERTIFIED FINANCIAL PLANNER^® professional serving clients since 1996, focused on retirement readiness, wealth preservation, and building lasting legacies.

Christopher C. Giambrone, CFP^®, AIF^®

Founder & Financial Advisor

A respected advisor since 1996 and an Accredited Investment Fiduciary^® whose planning insights have been featured by CNBC, Kiplinger, and Financial Advisor Magazine.

Talk With a New Hartford Advisor

Meet with a local advisor who knows the community and can help you coordinate your whole financial picture. Stop by our Genesee Street office or start with a no-cost conversation.

Schedule Your Consultation ☎ (315) 765-6032

Frequently Asked Questions

Straightforward answers to the questions New Hartford clients ask most when choosing a local financial advisor.

Where Is CG Capital's New Hartford Office?

Our office is located at 139 Genesee Street, New Hartford, NY 13413. We meet with New Hartford clients in person here, and you can reach us at (315) 765-6032 to arrange a time.

Do You Only Work With Clients in New Hartford?

New Hartford is our home base, and it is where many of our clients live and work. We also serve households and business owners in the surrounding communities and can meet by secure video when that is more convenient for you.

What Does a Financial Advisor in New Hartford Do?

A financial advisor helps you build and manage a plan across investments, retirement, taxes, and estate goals. At CG Capital, we start by understanding your situation, then design a coordinated strategy, put it into action, and review it regularly so it stays aligned with your life as it changes.

Are the advisors of CG Capital a Fiduciary?

Yes. The advisors of CG Capital provides advisory recommendations under a fiduciary standard of care, which means their advice is designed to serve your best interest. Securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser and Member FINRA/SIPC.

How Do I Start Working With a New Hartford Advisor?

Getting started is simple. Call us at (315) 765-6032 or request a consultation through our website, and we will set up a no-cost initial conversation. We will discuss your goals, answer your questions, and outline how a coordinated plan could work for you before you decide on any next step.