Thorough Structure and Impressive Follow-Through
“CGF is very process oriented with a solid structure to follow. Their project management of the transition and plan dollars was really exceptional and impressive. It gave me the confidence that it was all going to go well.”
CGF Corporate Retirement Client
(unpaid testimonial, 12/15/20)
Your
Retirement Plan Investment Analysts
Matt Donohue
- Certified Public Accountant (CPA) – indicating his accomplishments in public accounting and retirement plan audits
- Certified Financial Planner™ (CFP) – certifying his acumen in managing a variety of finances such as retirement, investing, insurance, and taxation
- Chartered Financial Analyst® (CFA®) – a globally-recognized designation certifying Matt’s competence and integrity in accounting, economics, ethics, money management and security analysis
Garst Reese
- Chartered Financial Analyst® (CFA®) – a globally-recognized designation certifying Garst’s competence and integrity in accounting, economics, ethics, money management and security analysis
Questions?
Explore More:
*Unless otherwise noted, Valmark Securities, Inc. is not affiliated with any other company referenced in this document.
Corporate Retirement Checkup
To find out if your company qualifies for a Complimentary Review, simply provide a few details and we’ll be in touch promptly.
