Naeny Capital Management Group, lnc.

T. Carter Naeny, CFP®

CONNECT

Address:

Phone:

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

Services

 

 
  • Comprehensive Financial Planning*
  • Individual and Family Wealth Management
 
  • Risk Management Consulting
  • Estate Planning
 

Investments

 

 
  • Stock and Bond Brokerage
  • Mutual Funds
  • Government Securities
  • ETF  (ExchangeTraded Funds)
  • Money Market Funds
 
  • Variable and Fixed Annuities
  • Indexed Annuities
  • CD (Certificate of Deposit)
  • Private Money Management

 

 

Retirement Plans

 

 
  • Traditional IRA   (Individual Retirement Plans)
  • ROTH IRA
  • SEP IRA
  • SIMPLE IRA
  • Education IRA
  • Roll-Over IRA

 

 
  • Profit Sharing Plans
  • 401-K
  • 403-B
  • Defined Benefit
  • Pension Plans
  • Non-Qualified Deferred Compensation

Insurance

 

 
  • Term and Permanent Life Insurance
  • Group and Disability Income**
  • Group and Individual Health

 

 
  • Long Term Care
  • Immediate Annuities

*Financial planning services offered through LPL Financial, a Registered Investment Advisor.

** We do not offer these services directly, but can assist with providing a referral.