Personal Wealth Management

Individuals who lack experience in the world of investments and insurance seek advisors who can accurately assess their needs, understand and respect their tolerance for risk, objectively recommend high quality products, and provide the ongoing service that will promote a sense of security.

Wealth Advisory Services Offered Through CGI Wealth Advisors, Inc., a Registered Investment Advisor
401k & Other Qualified Plan Advisory Services Offered Through CGI Plan Advisors, Inc., a Registered Investment Advisor
Fixed Insurance Products and Services Offered Through The Conestoga Group, Inc., its Agents and Employees

CGI Wealth Advisors, Inc., CGI Plan Advisors, Inc. and The Conestoga Group, Inc. will review the residence or domicile of any prospective client and may decline to accept clients from a state other than those listed below:
AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, NC, NJ, NY, OR, PA, TX, VA, WA