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About Us

Serving Education Workers for Nearly 30 Years

CGAA, Inc., was founded in 1995 under the name Cordone, Gordon, and Associates. Though we’ve since shortened that name, one thing remains the same: We are committed to providing world-class wealth management services to education workers. This is our specialty and our primary focus in the financial industry. We know the unique needs and concerns of education workers, and we can provide the guidance and services to help meet those needs.

Located in Hauppauge, NY, CGAA serves clients in school districts throughout the tristate area.

An Independent Firm Committed to Your Needs

CGAA is an independent financial firm, which means we have the freedom to select from a wide range of financial products and platforms to better serve our clients. We aren’t tied to proprietary products or sales quotas; our only priority is meeting our clients’ needs. When you meet with our team members, you can feel confident that their only focus is on your success.

We take the time to get to know our clients, so we can do our best to provide you with quality service and a retirement plan that is customized to your individual circumstances. Whatever your needs, concerns, and long-term goals, the team at CGAA offers the support and services you need.

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