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Advisory

About

The Advisory team at CGN Advisors, LLC is responsible for providing personalized financial planning and investment advisory services to clients. Leveraging the firm's turnkey RIA platform, they focus on developing tailored financial strategies, managing client portfolios, and ensuring compliance with regulatory standards. Team members utilize shared resources and technology to enhance client service, taking advantage of CGN's operational support to dedicate more time to individualized financial planning and client relationship management.


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