Services Offered

At CFG Capital Management, we provide assistance in the following areas.

Investments offered through National Securities Corporation & National Asset Management:

 

  • Brokerage Accounts
  • Retirement Planning
    • Roth IRA
    • SEP IRA
    • Simple IRA
    • Traditional IRA
    • 401(k) Planning
    • Profit Sharing Plans
  • Common Stock
  • Bonds
  • Mutual Funds
  • DST's
  • REIT's
  • BDC’s
  • Direct Utilities
  • Variable Annuity
  • Managed Money

 

Insurance:

  • Fixed Annuities
  • Disability Income Insurance
  • Life Insurance· Long Term Care Insurance
    • Modified Endowment Contracts

 

CFG Facilitates:

  • Estate Plans*
  • Tax Plans*

 

* CFG Capital Management, National Securities Corporation do not offer tax and/or legal advice. Please consult your CPA or attorney for advice.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck