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.