Our Services

We provide assistance in the following areas:

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Health Insurance

Medicare Advantage Plans

Medicare Supplements

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

College Aid Financial Planning

College Matching Services

Financial Analysis

Financial Aid Form Completion

Free Seminars

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

akatz@cwmg-llc.com   |  718-980-3737