C G Menk

The CGMA Group, LLC is a Christian, Disabled-Veteran owned small business, dedicated to serving individuals and organizations in their financial endeavors. Our team of professionals is committed to upholding our core values of integrity, professionalism, quality, and service in every interaction and transaction.

Our story began in January 1995 when our founder, C.G. Menk, established InterAct Solutions Group (ISG) as a member of the Financial Industry Regulatory Authority (FINRA). Shortly after, in May 1995, ISG became a member of the Securities and Exchange Commission (SEC). This marked the beginning of our journey to provide top-notch financial consulting services to our clients.

In April 1998, the Financial Solutions Division (FSD) of ISG split off to form C.G. Menk & Associates, Inc. (CGMA Inc.). For 21 years, CGMA Inc. served as an Independent Broker-Dealer (BD), focusing on the needs of our clients and helping them achieve their financial objectives.

In June 2016, in response to the impending Department of Labor (DOL) regulations, CGMA Inc. rolled its investment assets to Cambridge Investment Research, Inc. This strategic move allowed us to better position our clients for the future and ensure compliance with the new regulations. As a result, The CGMA Group, LLC was established to support our actions as a Registered Representative with Cambridge Investment Research.

Throughout our history, we have remained committed to our core values and dedicated to providing the best possible service to our clients. We believe that our clients are our most valuable assets, and we strive to build long-lasting relationships based on trust, integrity, and mutual respect.

Our team of professionals is equipped with extensive knowledge and experience in personal investments, child investments, corporate strategy, portfolio analysis, insurance, investment tools, and more. We understand that each client has unique financial needs and goals, and we tailor our services to meet those specific requirements.

Whether you are an individual looking to secure your financial future or a corporation seeking to optimize your investment strategy, The CGMA Group, LLC is here to help. Our commitment to integrity, professionalism, quality, and service ensures that you will receive the best possible advice and guidance every step of the way.

Our Services

At The CGMA Group, LLC, we offer a wide range of financial services designed to meet the diverse needs of our clients. From personal investments to corporate strategy, we have the expertise and resources to help you achieve your financial objectives.

• Personal Investments: We help individuals create personalized investment portfolios that align with their financial goals and risk tolerance. Our team will work closely with you to understand your needs and develop a strategy that suits you best.

• Child Investments: We understand the importance of securing your child's financial future. Our team can help you create a tailored investment plan for your child, ensuring they have the resources they need for education, future endeavors, and beyond.

• Corporate Strategy: For corporations, we offer comprehensive investment strategies designed to optimize returns and minimize risk. Our team will work with you to understand your business goals and develop an investment plan that supports your objectives.

• Portfolio Analysis: Our team can help you analyze your current investment portfolio to identify areas of strength and weakness. We will work with you to rebalance your portfolio and ensure it aligns with your financial goals and risk tolerance.

• Insurance: We offer a variety of insurance products designed to protect you and your loved ones from unforeseen events. Our team will help you understand your options and select the best coverage for your needs.

• Investment Tools: We provide access to a range of investment tools and resources, including calculators, educational materials, and market insights. Our goal is to empower you with the knowledge and tools you need to make informed investment decisions.

• Rule 72 Principles for Investing: Our team is well-versed in the Rule 72 principles for investing, which aim to help investors understand the power of compound interest and the importance of starting early. We can help you develop an investment strategy that leverages these principles to achieve your long-term financial goals.

Our Core Values

At The CGMA Group, LLC, we believe that our core values are the foundation of our success. They guide our actions and decisions, ensuring that we always act with integrity, professionalism, quality, and service.

• Integrity: We believe that honesty and transparency are essential in building trust with our clients. We are committed to being truthful and fair in all our interactions.

• Professionalism: Our team of professionals is dedicated to providing the highest level of service and expertise. We continuously update our knowledge and skills to ensure we are always at the forefront of the financial industry.

• Quality: We strive to deliver exceptional results and exceed our clients' expectations. We believe that quality is not just about meeting standards, but about surpassing them.

• Service: We understand that our clients are our most valuable assets. We are dedicated to providing personalized service and attention to each and every client, ensuring their needs are met and their goals are achieved.

By adhering to these core values, we have built a reputation as a trusted and reliable financial consulting firm. We look forward to continuing to serve our clients with integrity, professionalism, quality, and service.