Member Since: 05/02/17
• # Members: 35
• Age Range: 25 to 80
• Type: Business (For profit)
Tom Mingone started his financial services career at Mutual of New York (MONY), in 1988. Based in Rockland County, NY, his practice at the time focused almost entirely on retirement planning. Tom realized that in partnership with other leaders in the field, he could build a firm with greater depth and breadth of knowledge and experience, and deliver a much richer client interaction. As the firm grew, Tom met and started partnering with Rich Browne, Bill Galvin, and eventually Donna Nadler – who had a thriving financial planning practice of her own. The firm officially took on the name “Capital Management Group of New York” in 1992. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, protection planning, charitable gifting, legacy and estate planning strategies, and more into clients’ financial plans. We have offices in New York City and Pearl River, NY.
|Capital Management Group of New York|
We are an experienced group of professionals who have helped serve the financial
What is more important? We strive to be trusted professionals, good leaders and good partners. Being here for our clients is simply a reflection of who we are in our own lives. This is what truly matters to us and it’s why we connect with clients who find these things to be equally important.