Our Mission
To inspire, nurture and give people the most compelling experience in investment, accounting and insurance. One client, one family, and one community at a time.
Our Vision
To provide superior quality financial services that clients recommend to family and friends. Families prefer for their neighbors, businesses select for their employees, and investors are proud for long-term returns.
Our Value
People matter: We treat and educate others with courtesy, dignity, respect, and inclusion.
Trust & Integrity: We respect and protect the privacy and confidentiality of our clients and associates information we foster a culture of transparency and teamwork. We take stewardship at heart in all we do.
Accounting
At Cegel Capital we provide accounting services to meet your needs. Whether you are an individual looking for assistance with your personal finance or a large corporation looking for accounting advice, Cegel Capital has you covered. We have…
Investment
Investment opportunities are plentiful. The real difficulty comes when deciding which investments are right for you. Not all investment opportunities are right for everyone. Cegel Capital is here to help you find the opportunities that fit your lifestyle…
Retirement
Planning for your retirement can be challenging. The future is always unpredictable, but here at Cegel Capital we have techniques and steps we can use to minimize your risks while allowing your nest egg to grow. You don’t…
Estate Planning
Making sure your estate is managed properly during an unforeseen illness or after your passing can be a difficult and confusing process. Making sure your wishes are properly recorded so as to not be misinterpreted can be a…
Insurance
Everyone will be called home sooner or later. By planning for that eventuality we can minimize the pain and suffering of their loved ones should something happen to us. At Cegel Capital we can help you plan the…
Tax Resolution
Trouble with the IRS? Cegel Capital is here to help. We provide IRS Tax Resolution and Representation services for individuals to large corporations. Cegel Capital can provide you experienced representation to help mitigate or avoid IRS collections. Please…
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