Team
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.
Find a Financial Advisor
- Anthony Romeo
- Dennis Martin
- Edward Magett
- Glenn Gordon
- Gregory Maloney
- James Maloney
- Jeannette Judge
- Joseph Roccosalvo
- Kalervo Raustiala
- Keith Fuchs
- Kevin Conroy
- Louis Petrozza
- Malcolm Douglas
- Nicholas Russo
- Paul McKee
- Peter Bartone
- Rhonda Larit
- Robert Seipp
- Sharlene Jamison
- Thomas Boerum
Anthony Romeo
President
631-232-7929
Anthony Romeo is the President of CGAA, Inc. located in Hauppauge, New York. Since 1996 CGAA has worked with School District employees throughout Long Island helping them to save for retirement via the 403b Retirement Benefit program....
Thomas Boerum
Vice President
631-232-7929
Peter Bartone
Registered Representative of GWN Securities, Inc.
Peter is a Financial Professional that is passionate about helping educators achieve their financial goals. He began his Investment Planning Career with New York Life Insurance Company in 2000 after spending 10 years in the Hospitality...
Malcolm Douglas
Registered Representative of GWN Securities, Inc.
631-232-7929
Malcolm Douglas is an alumni of Paine College in Augusta, Georgia. Mr. Douglas has been an insurance and financial advisor for 44 years and is currently affiliated with CGAA, Inc. and is registered with GWN Securities with whom he has...
Robert Seipp
Registered Representative of GWN Securities, Inc.
631-232-7929
My name is Robert Seipp, I've been teaching Math at John Jay High School in Hopewell Junction, NY for the past 22 years. In addition to being a teacher, I'm also a registered representative with GWN Securities, Inc.. I currently manage...
Kevin Conroy
Registered Representative of GWN Securities, Inc.
631-232-7900
Kevin Conroy started his career as a Stock Broker with Smith Barney in 1996. In 2002 he moved to a sister company called Citistreet and commenced working in the 403b market, helping school district and non-profit employees save for...
Dennis Martin
Registered Representative of GWN Securities, Inc.
631-232-7929
Dennis Martin is a Financial Advisor with CGAA, Inc. He is currently inhis 21st year assisting Long Island school district employees with theirretirement, life insurance and college planning needs. With Dennis it isall about building...
Edward Magett
Registered Representative of GWN Securities, Inc.
631-232-7929
Edward G. Magett is a Financial Professional with CGAA, Inc. He has built his career in financial services focusing on personalized wealth management for individuals, people in the educational workforce, and small businesses. Edward...
Sharlene Jamison
Registered Representative of GWN Securities, Inc.
631-232-7929
Sharlene Jamison, financial professional, 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...