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Details

Partners in Life Planning......

General Info

CIG, Inc., founded in 1989, is an independent, comprehensive financial planning and asset management firm serving individuals, business, school systems, trusts, estates, and pension funds. From first time investors to large portfolio investors, from sole proprietors to corporations, we are committed to helping our clients achieve their goals as well as attain the maximum possible return combined with safety in all of their financial transactions and decisions. Our Vision:In getting from point A to point B, there are many other points along the way. Some call it fate, others call it luck. We call it Life. By listening and asking certain pertinent questions, we help our clients find and define their aims, goals, and objectives, and design a course of action toward accomplishment. Together we evolve and respond to your current and future needs…because the Journey of Life always calls for change.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 845-504-9002

Address:
4 Executive Blvd Suffern, NY 10901
Email:

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Categories
Financial Planning Consultants, Estate Planning, Probate, & Living Trusts, Insurance, Investments, Life Insurance
Services / Products
We offer following services:Financial PlanningAsset ManagementInsuranceEstate PlanningTax ServicesLegal CounselFinancial Planning For DoctorsWomen & InvestingBusiness Owner401KPartners in GivingPension ConsultingRetirement PlanningSecurities Trading , Mutual Funds, Bonds, Tax Planning & Preparation, Annuities
Brands
Federated
Location
Amenities
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Accreditation

CPA

Certified Financial Planner

Associations
Financial Planning Association, Paladin Registry
Data provided by one or more of the following: Thryv, Data Axle, Yext.