Manage Your Money

Plan Your Future. We’ll Help!

Families & Individuals

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


Business, private clients, first-time budgeter — 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

Join Us

Become a part of CG Wealth Solutions.

  • Career Training
  • Career Sampling
  • College Graduates & Interns
  • A Place To Succeed
  • Strategic Alliance Program

Plan Your Future Today

Get In Touch

Address: 1500 ASTOR AVENUE, 2ND FL, BRONX, NY 10469

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


Telephone: 646-391-4303