At CMG we build lasting relationships with our clients to create a course of action helping them meet their financial needs for today and their goals for tomorrow. We are an experienced group of professionals providing financial services to our clients since 1992. Through our commitment to growth and professional development we provide ongoing educational guidance and support to individuals, families and businesses within our communities.
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 soon realized that partnering with other leaders in the field was an opportunity to build a firm with greater depth, knowledge and experience and offer a much richer client interaction.
As the firm grew Tom partnered 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 and have offices in New York City and Pearl River NY.
Today CMG does so 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 our clients’ financial plans.