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Financial Advisor In New Hartford, NY
CG Capital helps individuals, families, and business owners with substantial wealth plan, invest, and prepare for retirement with confidence. Serving the Mohawk Valley, our CFP® professionals coordinate every part of your plan so it works as one.
- Serving Clients Since 1996 Three decades of guidance through changing markets
- CFP® And AIF® Credentialed Both co-founders hold the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® designations
- Backed By Commonwealth Financial Network® Member FINRA/SIPC, a Registered Investment Adviser
- Insights Featured Nationally Writing and commentary published by CNBC.com, Kiplinger, and Financial Advisor Magazine
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Financial Advisor In New Hartford, NY
CG Capital helps individuals, families, and business owners with substantial wealth plan, invest, and prepare for retirement with confidence. Serving the Mohawk Valley, our CFP® professionals coordinate every part of your plan so it works as one.
- Serving Clients Since 1996 Three decades of guidance through changing markets
- CFP® And AIF® Credentialed Both co-founders hold the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® designations
- Backed By Commonwealth Financial Network® Member FINRA/SIPC, a Registered Investment Adviser
- Insights Featured Nationally Writing and commentary published by CNBC.com, Kiplinger, and Financial Advisor Magazine
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Financial Advisor In New Hartford, NY
CG Capital helps individuals, families, and business owners with substantial wealth plan, invest, and prepare for retirement with confidence. Serving the Mohawk Valley, our CFP® professionals coordinate every part of your plan so it works as one.
- Serving Clients Since 1996 Three decades of guidance through changing markets
- CFP® And AIF® Credentialed Both co-founders hold the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® designations
- Backed By Commonwealth Financial Network® Member FINRA/SIPC, a Registered Investment Adviser
- Insights Featured Nationally Writing and commentary published by CNBC.com, Kiplinger, and Financial Advisor Magazine