TCG Wealth Management

Categories

Financial Services/Investment Planning

About Us

The Cerato Group LLC (TCG) is a wealth management organization. The group consists of Mike Cerato as Managing Director, James Abagis as Vice President, Suzanne Lally as Office Manager, and Katie McKenney as Client Service Manager. Together they have over 50 years combined experience in the financial services industry. TCG services a number of local families, corporations and banking institutions. The services provided vary client to client and TCG prides itself on providing individually tailored financial solutions. Investment Products and services are offered through Wachovia Securities Financial Network, LLC (WSFN), member NASD/SIPC. The Cerato Group LLC is a separate entity from WSFN 904/05).

CONTACT US

Fill out the form below and we will get back to you as soon as we can

  • This field is for validation purposes and should be left unchanged.