We had a chance to stop in and see the team at Capital Management Group of Niagara, Inc. CMG has helped thousands of families, businesses, and municipalities in the Buffalo-Niagara and Erie, PA region for over twenty five years with their Insurance, Investment, and Employee Benefit needs.
A full service Insurance, Investment and Employee Benefits firm servicing the Western New York Region for over thirty years; employing support staff, eighteen registered representatives, and assisting and servicing many independent agents across the state..
Mark Catanese established the firm in 1991 after a few years as an independent agent. His warmth and genuine interest in helping people is why so many trust him with their financial planning. Mark’s big heart is only half the story of their success, the other half is Jean, his wife. In the early days she helped Mark entertain clients, mull through the paperwork and meticulously prepare Mark for every meeting.
Today, she’s an integral part of the business with a roster of her own clients in addition to managing the operations and on-boarding reps. In fact, Jean pretty much runs the entire back end operation.
Recently, Jean and Mark brought Carl Walck and Matt Wright on board as partners in the firm. Carl and Matt clearly embody the values and work ethic of the Catanese’s. It made sense to pick partners now and eventually help them transition into full ownership down the road. However, Jean and Mark have no immediate plans to sail off into the sunset.
Carl and Matt bring a history of experience with deep business roots in WNY. Both come from family owned businesses with a sense of service ingrained into their beings. Carl said “it’s about helping people, not selling people. It’s about relationships and trust. We hope to be a resources to our community in this journey.”
CMG helps people with:
Maximizing Wealth and Reaching Goals Managing
Risk and Protecting Families
Minimizing Costs for Businesses
The are located at
6928 Williams Rd # 4, Niagara Falls, NY 14304