CG Capital is a financial services firm based in New Hartford, New York, offering personalized wealth management and financial planning solutions. With a client-focused approach, the firm specializes in helping individuals, families, and business owners plan for their long-term financial well-being. CG Capital provides objective advice by leveraging a fiduciary standard, always placing clients’ interests at the forefront of every strategy. They emphasize building lasting relationships through trust, transparency, and tailored planning based on each client’s goals and financial situation.

The firm offers comprehensive financial planning, including retirement planning, investment management, and risk management strategies. CG Capital is also known for its multigenerational planning services, helping clients create financial legacies and ensure smooth wealth transitions. Their team of experienced advisors brings industry-specific knowledge and regularly engages in continuing education to remain current on best practices and evolving financial trends. CG Capital actively supports the local community through partnerships and civic involvement, reinforcing its role as a trusted regional advisory firm.

Website: https://www.mycgcapital.com/

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement income planning
– Risk and insurance planning
– Tax-efficient wealth strategies
– Education and college funding strategies
– Estate and legacy planning
– Multigenerational family financial advising