Post on 19-Jun-2020
1300 Veterans Hwy., Suite 210, Hauppauge, NY 11788
www.cgaaonline.com • tel: 631.232.7900 • fax: 631.232.7929 • cgaa@gwnsecurities.com
Securities and Advisory Services offered Through GWN Securities, Inc., A Registered Investment Advisor. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418 • 561-472-2700. CGAA and GWN Securities, Inc. are non-affiliated companies.
CGAA, Inc. & GWN Securities
WORLD-CLASS wealth management
for the education workforce
Our representatives are your advocates. We listen to understand
who you are. We put the jargon of the financial world into plain
English – so you can plan knowledgeably for “what’s next”.
your BRIDGE between
working & retiring
INNOVATIVE strategies to
help you grow & preserve wealth
A Strategy Suited to Your LifeAt CGAA, we recognize that you are unique.
You have a specific vision of retirement. So
we work to provide you with a specific,
personalized wealth management strategy – a
long-range approach created with a thorough
understanding of your “big picture” and
the details of your life and dreams.
We help you make educated investment choices
in line with your financial objectives, and
your tolerance for risk. Most importantly,
we stand by you after we help you put the
strategy in place. We monitor it, so that we
may adjust and refine it in response to changes
in the market and changes in your life.
We help school employees plan for retirement
beyond their pension plans – addressing the
key issues of investment choices, tax reduction,
risk management and legacy planning.
Perhaps most importantly, we explain how
school employees can integrate their pension
plans with other financial resources to
potentially improve their retirement finances.
True IndependenceWe have the freedom to select financial
products from the broad spectrum of financial
firms – not just one or two companies.
For the sophisticated investor, we offer fee-based
managed accounts – truly customized portfolios
guided by a professional money manager. With a
managed account, you have a professional money
manager making investment decisions on your
behalf, rather than on behalf of a giant fund.
You have a personalized, transparent portfolio
based on your investment goals and tailored to
your level of risk. You can see what you own,
and you know how the assets are allocated.
Truly Personal ServiceNavigating the financial world can be a challenge.
Our representatives provide the objectivity
to help you sort it all out. Suddenly, you
have clarity and renewed confidence – along
with access to great investment, insurance
and retirement planning resources.
We take the time to get to know you: where
you have come from, where you want to
go, what dreams you need to pursue.
We enjoy getting to know you, and we
approach our work with the idea that
we will help you for years to come.
In fact, we work for you. We don’t
simply recommend investment
products – we help you lay out a long-
term path toward your financial goals.
Truly the First ChoiceCGAA is your premier group of local
financial professionals delivering world-
class wealth management for the education
workforce. So make us your first and
last call for retirement planning.
World-class wealth management for the education workforce.