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Whatever you’re planning for —  the future, a rainy day, or just next month — we’re there for you. All year round, not just tax time. 

  • Annuities
  • Disability Income
  • Investments
  • Life Insurance
  • Retirement Plans

Businesses

Business, private clients, first-time budgeters — Let us figure out a financial strategy that works for your life. Get in touch, and let’s start talking.

  • Workplace Benefits
  • Protect Your Business
  • Succession Planning

Get in touch

173 Huguenot Street, Suite 200
New Rochelle, NY 10801 USA

Mailing Address: P.O Box 822, New York, NY 10029

c.gaillard@cgwealth.financial
(332) 208- 1243

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