Financial Planner and Asset Management firm in NY, NJ

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Investor Log In

As an aid to our existing clients we are offering some valuable web links, found below, to some of the custodial investment sites where we have established certain portfolio positions. These sites will be available to existing clients to view their accounts after establishing a User Name and Password, found within.

Enter your CIG User Name and Password. If you are a first-time user and do not have a User Name and Password, please call us at 845-369-0016.

FEATURED ARTICLES

Is it information...or is it noise?
We are constantly bombarded with investment tips. Who do you believe?

Negotiate your credit card rate
You’re credit card interest rate is NOT written in stone.

How often should legal documents be reviewed?
Family and business obligations are ever-changing and must be documented.

Pension maximization
You’re ready to retire. When faced with the complex task of choosing your pension option how do you determine what’s right for you?

Women and investing
Women, you ARE different. You take care of everyone else, learn how to take care of yourself.

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Internet Exemption Disclosure
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Securities offered through First Allied Securities, Inc.
Member FINRA / SiPC
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