Broker Check
Anthony Romeo

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. In addition, Anthony and his team of Financial Representatives offer an array of investment planning services to help round out their clients’ investment and financial goals. From Traditional IRA’s to Roth IRA’s, College Savings programs, Life Insurance and Long Term Care Insurance. Anthony and his staff are here to help you get to and through your retirement years. 

Anthony started his career in investment and retirement planning back in 1992. From the beginning he chose to work under an Independent Advisor model. He knew then and now that not being captive to any particular company or investment vehicle would be the most effective way to offer his clients a variety of products and services to help them with their investment needs. Everyone has a different set of goals and expectations when it comes to retirement planning and investing. Time horizon, risk tolerance, investment experience, these are but a few things to consider when Anthony advises his clients. Being independent means he is never restricted in finding a company or a strategy to fit each persons wants and needs. 

In 2009 Anthony became President of CGAA and set out to create a team of like minded Independent reps. Already a big presence in the local 403b market, Anthony helped expand and enhance CGAA throughout Long Island. As an Advisor and a Team Leader, Anthony has always been an ally and a resource for union leadership in the districts he and his office serves. In this way he can help educate and promote the importance and availability of the 403b Retirement Benefit to their membership. 

Anthony and his team of reps look forward to working with all school district employees to help them reach their retirement goals. With decades of experience, a full slate of investment options, and an independent business model he and his associates can tailor a plan specifically for each and every person based on their own individual objectives and resources.