Broker Check


At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Gregory Maloney

Senior Vice President

(631) 232-7900

Read more

Thomas Boerum

Vice President



Thomas Boerum is a Financial Advisor and Vice President of CGAA, Inc. in Hauppauge, New York. CGAA, Inc. is a Long Island based Financial Services firm that focuses on personalized wealth management for individuals, people in the...
Read more

Sharlene Jamison

Financial Advisor



Sharlene Jamison, financial advisor, mother of two, a business woman, and entrepreneur. She takes a leadership role in life’s endeavors. Her goal is to give insight to the reality of life, procrastination, and the unknowing that can...
Read more

Have a Question?

Thank you! Oops!