Financial Planning, Legal, Insurance, Estate and Asset Management Services - New York, North New Jersey, Rockland, Westchester

SERVICES MAIN

We don't work for you… we work with you. You have worked hard to accumulate your assets and together we will determine your goals and set a path to achieve them.

We recognize that successful people today require a number of professional advisors. At CIG we have in-house tax, legal, insurance, estate, money management, and financial planning professionals. You will be comfortable with our team approach where advisors are centralized reducing the anxiety of coordinating your financial needs.

Extraordinary Service

In today’s busy world of quantity rather than quality, competent service has become the standard target. In our view, being competent is just not good enough. Since our founding in 1989, we have adhered to the principle of People First: We Care. Our goal has been—and continues to be—to provide you with the finest service experience you will encounter—anywhere.

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.
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