1300 Veterans Memorial Highway,
Retirement Planning Beyond Your 403(b)
While other wealth managers may simply help you enroll in your district’s 403(b) retirement plan, CGAA, Inc., goes much further. We provide comprehensive wealth management that considers all angles of your financial life, so you can be more prepared for the future.
We Are Advocates Dedicated to Your Long-Term Success
At CGAA, Inc., we are more than a financial representative; we are true advocates for our clients. We put your needs first at all times, and strive to make complex financial matters easy to tackle. Above all, our only goal is to help our clients meet their goals—because when you succeed, so do we.
Serving the Education Workforce for Nearly 30 Years
Since our founding in 1995, CGAA, Inc., has focused on serving the dedicated members of our community’s education workforce. You help prepare our children for the future; let our team help prepare you for yours, through comprehensive financial advice and services.
At CGAA, Inc., we specialize in providing exceptional financial guidance and wealth management services to education workers throughout our community. We recognize that your needs, finances, and future outlook are unique, and we tailor the services and support we offer based on your individual circumstances. With a comprehensive, big-picture approach to wealth management and a commitment to your long-term success, we help education workers like you gain confidence and security in your financial future.
Enrollment in a 403(b) is standard for workers in public school districts—but a 403(b) alone does not constitute a true retirement plan. We specialize in helping teachers and school staff members create comprehensive retirement plans for a more secure future.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
At CGAA, our approach to product and service recommendations is always focused on one thing: you. We keep your goals at the center of your retirement plan, and will only recommend a service that we believe will help you reach your goals.