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Our Advisors have a combined investment experience of well over 100 years. Our goal is to always put the client and their needs first. Our job is to work for you. Isn't that the way it's supposed to be?
CFG is not owned by any bank or insurance company. CFG is affiliated with Cadaret, Grant and Co., Inc. ("Cadaret Grant") located in Syracuse, NY. Cadaret Grant, an independent broker-dealer, has 260 branches across the US and provides CFG with FINRA/SIPC protections for our clients, just the same as any other financial institution. CFG was drawn to them because of their commitment to advisors in helping clients plan their financial futures.
We have been working with individuals and businesses in the area for several years. Each of our Investment Professionals has extensive personal and professional experience.
All of our representatives are licensed to sell a variety of products.
We provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We strive to exceed your expectations every day.
While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
Charles LaRocco, Jr. – Since 1987
C.R.C. (Certified Retirement Counselor)
Series 6, 7 and 65
Licensed Insurance Agent for Life, Accident & Health and Variable Life/Variable Annuities
Timothy M. Pease – Since 1987
Series 7, 63 and 24
Licensed Insurance Agent for Life, Accident & Health and Variable Life/Variable Annuities
We offer comprehensive, objective financial advice to clients who desire high-level specialized service.
Understanding the unique needs of each client is vital in developing and maintaining a financial plan. We want our clients to leave our appointments feeling comfortable, confident, and excited about their financial future.
To help prepare for this meeting, have a basic idea of your current financial picture and financial goals. Do you have any concerns about your retirement or generating income? What do you hope to accomplish during our meeting?
Check the background of this investment professional on FINRA's BrokerCheck »
