Owners and officers tend to focus on long term strategies that can be delegated to their team and tracked for year over year effectiveness. However, they also need to be updated on the liabilities associated with new laws and products that team members may propose to achieve the strategic plans.
INVESTMENTS | ADVICE | INSURANCE
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Swedesford Corporate Center
601 Swedesford Road,
Frazer, PA 19355 - info@cgiadvisors.com
The Conestoga Group, Inc.
601 Swedesford Road,
Frazer, PA 19355
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
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