Capital Management Group

Time 2022-10-17 16:44:37

Web Name: Capital Management Group

WebSite: http://www.cmgnewyork.com

ID:356651

Keywords:

Capital,Management,Group

Description:

Check the background of this financial professional on FINRA's BrokerCheck CMG-DERGALIS DIVISIONCMG BENEFITS ADVISORS

We manage life and family

Our clients know we go beyond managing wealth and protecting against risk.
We genuinely care about them, their well-being and their loved ones.

LEARN MORE

What do you value most?

We asked ourselves that very same question. Almost in unison, we responded: family, friends, and community.

Not surprisingly, it’s the same answer we consistently collect from our clients. Our clients are people who have a deep sense of caring for something or someone other than themselves. They understand that money and return on investment are simply a means to an end, and not the end itself.

This is precisely what drives us to come to work every day, a great sense of responsibility for other people’s well-being. To us, our work represents more than a paycheck.

What is more important? We strive to be trusted professionals, good leaders and good partners. Being here for our clients is simply a reflection of who we are in our own lives. This is what truly matters to us and it’s why we connect with clients who find these things to be equally important.

Wealth Management

Financial Planning

Financial planning is an ever-changing, continuous process that takes into account not only your financial life, but also your personal life which includes your hopes, values and dreams. LEARN MORE

Asset Management

Have recent market conditions left you with a feeling of uncertainty? Do you question if your current financial strategy is the best approach? Or maybe your perspective has changed on your overall financial situation. LEARN MORE

Estate Planning Strategies

Estate planning is a topic that few individuals like to talk about for a number of reasons. To begin with, estate planning deals with feelings and attitudes towards topics that most individuals prefer to ignore. LEARN MORE

Risk Management

Managing risk is a fundamental part of wealth management. A truly comprehensive wealth management plan can protect both you and your family from a wide range of financial risks. LEARN MORE

AS FEATURED IN

Thomas Mingone: AIF®, AEP, RICP®, CHFC® & CLU

FOUNDER & MANAGING PARTNER

Donna Nadler: CFP®, MBA, CAP, AIF®

SENIOR PARTNER

WILLIAM GALVIN, CFP®

PARTNER

RICHARD BROWNE, CFP®, RICP®, CDFA®, AIF®

PARTNER

JOHN GALVIN, CFP®

PARTNER

Scott Moulton: CFS, AIF®, CPFA

PARTNER

Ivy Menchel, CFP®, CBEC®, CDFA®

FAMILY AND BUSINESS WEALTH ADVISOR

Christine J. Hyla, CFP®, ChFC®, CLU®, CSRIC®

Financial Consultant

ARTHUR BELKIN

FINANCIAL CONSULTANT

Philip Cracchiola

Senior Wealth Advisor

Ken Fahmy CFP®, CLU, ChFC®

Senior Wealth Advisor

Brian E. McGuinness, AIF®

Senior Wealth Advisor

Steven Arietta AIF®, CPFA®

Financial Consultant

Kevin J. Small, CFP®, CLU, AIF®, ChFC®

Financial Consultant

Joseph Edmondson, CPA, CFP®, RICP®

Financial Consultant

Ben Mellin

Financial Consultant

Jennifer Schnalzer, CDFA®

Financial Consultant

Marc Anazagasty

Director of Logistics and Administration

Donna Gallo, CFP®, RICP®, AIF®

Director of Financial Planning

Kathleen Ward

Director of Client Implementation

Patrick Morales

Director of Client Services

Andrew Rosen, CFA®, AIF

DIRECTOR OF INVESTMENTS

OUR FIRM

HomeServicesProcessInvestment ApproachCash Flow AnalysisFinancial PlanningAsset ManagementEstate Planning StrategiesRisk ManagementNews & EventsMeet The TeamContact UsAccount Login

WEALTH MANAGEMENT

ProcessFinancial PlanningAsset ManagementEstate Planning StrategiesRisk Management Facebook LinkedIn212-309-9898
New York, NY845-638-6669
Pearl River, NYinfo@cmgnewyork.com

TAGS:Capital Management Group

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