Ryan Cataldo
Retirement Wizard
Paul J. Cella
Business Planning Genius
Gabriel Gillen
Mortgage Authority
Stuart D. Gavzy
Estate Planning Ace
Robert Feil
College Planning Expert
Ryan's Book
20+ Years in Finance
C.P.G. Inc. Team with over 120 years of combined knowledge and experience
Our easy 3-step formula will help you identify the inefficiencies in
your current financial situation without the lengthy meeting process:
NO COST OR OBLIGATION
STEP 1
STEP 2
STEP 3
Introduction:
Over a simple phone call, we will discuss your current financial situation, review your future goals, and identify your areas of concern. We will identify what you would like to accomplish long term and short term financially.
Face to face time:
You will receive an outline of our recommendations based on our first consultation. You now have your financial blueprint which will help us stay focused to achieve your financial objectives and put together a customized strategy.
Implementation:
Now we put you in control of your own financial future by repositioning your current financial strategies. With our regular review meetings, we help ensure the strategy continues to be the best plan for your needs.
Your financial life is unique and your planning should be as well.
Our professionals at C.P.G. Inc. are looking forward to assisting you.
New Jersey Address: 125 Half Mile Rd Ste 200 Red Bank, NJ 07701
Florida Address: 18295 SE Ridgeview Dr. Jupiter, FL 33469
I already had a financial advisor when my friend recommended me to contact CPG to take a look at my investments. Ryan took the time to really know my needs which gave me confidence that not just my financial goals are well understood but also my comfort level. He worked with my own adviser to optimize my portfolio and minimized the risks I needlessly accepted in the past. I've been working with Ryan for over 5 years now- he regularly provides updates and has always been available to answer any questions or to explain options within my portfolio. Oh, and I haven't paid him a penny for his services - believe me I tried.
Jun W., Brooklyn, NY
To tell you the truth, I wasn't sure what CPG could offer. I already had a pretty solid investment portfolio and the last thing I wanted was someone meddling with it. To my surprise, most of the time of my conversation with Ryan was me talking about my goals and what I want to get from my investments. In the following weeks, Ryan took all that and created a strategy for me that outperformed my own in terms of capital gain. I could see Ryan took my dependence on investments for my income to heart and devised a plan to minimize risk while improving my returns. I also didn't pay anything as he gets paid from companies I chose to invest with.
Bill B., Miami, FL
I'm writing you a note to thank you for the consultation and the time you've spent with me looking over my portfolio. I really appreciate the care and honesty, because it's not often a person can walk away from a potential client because the client has already their needs met. This is pretty much what you said: "Your portfolio already does what you need it to do. You are good to go." So yes, I'm thankful and will be sending my friends your way since that's the only thing I can do as a sign of my appreciation.
Alex B., Morganville, NJ
I was really shocked when you said you are not charging anything for your advice, since most advisors I came in contact with have some kind of a fee-based plan. I found you to be very knowledgeable and attentive to details. I appreciate you have listened to my financial goals (and my I say, dreams!) and found a way to create a strategy that has the closest potential for those dreams to realize themselves. I will have my aunt calling you in a near future, so please take care of her the way you helped me.