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To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. We can work in concert with tax professionals or attorneys in our network to advise you on specific aspects of your financial strategy.
At Crescent City Retirement, we offer or can refer you to professionals providing the following services:
Retirement Income Planning, Wealth Accumulation, Asset Protection, Tax Minimization Planning, Long Term Care, Estate Planning, IRA Legacy Planning, Trusts, Life Insurance, Annuities, Probate, Charitable Giving, Income Planning and IRA & 401(K) Rollovers
When you hire us to plan for you, we don’t work for an insurance company or a particular money manager, we work for you. We think this is how business should be done in the financial world, and we are very proud of our commitment to always put our best foot forward.
Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
Tax planning can have a large impact on the amount of wealth you will be able to transfer to your heirs. We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come.
Social Security Maximization
5 Important Social Security Questions You Should Know
- What is your Social Security amount?
- When is the best time to start taking your Social Security benefit?
- Are there different options if you are married?
- Does earning additional income while you are on Social Security impact the value of your benefit?
- Do you pay tax on your Social Security benefit?
Crescent City Retirement Group, LLC, Crescent City Insurance Group, LLC and Anthony Cangemi are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.
Do you ever wish you had an owner’s manual
to help plan for retirement?
Well now you do.
This book can help provide the foundation you need for a successful retirement.
- Social Security Strategies
- Asset Organization
- Investment Solutions
- Legacy Planning
Keeping Your Financial Information Safe and Secure
Meet The Team
Founder and President
Anthony J. Cangemi is an Independent Advisor Representative with Crescent City Retirement Group, LLC, a registered investment advisory firm, and president of Crescent City Insurance Group, LLC. He has been providing trusted advice and financial solutions since 2008. He is a Chartered Retirement Planning Counselor and holds his Series 65 and Insurance License. Anthony’s firms located in Kenner and Gretna Louisiana are dedicated to helping people increase their wealth, minimize their taxes, protect their assets and most importantly, maintain their independence.
Office Manager and Marketing Director
Katie has been an employee of Crescent City Retirement for over eight years now. She has a Bachelor’s Degree in Business Management from University Of New Orleans. Katie makes sure the office run smoothly on a daily basis and also organizes everything from client events, retirement workshops, email blasts and much more! Katie and her husband, Julian, reside in Mandeville where they both grew up and are anticipating the arrival of their baby girl, Josephine- who is due in May.
Director of Client Account Reviews
Grace Lambert has been an employee of Crescent City Retirement for over five years now. She assembles all Annual Reviews for our clients and their accounts. She is also famous for her fresh baked cookies that she makes in the office daily. Her and her husband Gary have been married for over 35+ years and live in Metairie. They have two grown children- Natalie and Little Gary, two dogs- Deuce & Jacquimo and three grandchildren-Bryce, Lilly & Rosie, that she enjoys spending her spare time with.
New Business & Client Service Associate
Diann is a licensed insurance agent and has an associate degree in business administration. She has been in the insurance industry since 1998 working with large insurance companies such as John Hancock and Genworth financial. Her responsibilities include processing new business and handling service for our clients. She is a long time resident of River Ridge, enjoys visiting her son in Dallas Texas, and spending time with her large Italian family and friends.
Brett has been working for Crescent City for over a year now. He has a passion for Investing and Trading. Brett approaches various markets with a Macro long term view coupled with a short term strategy. He has been studying various markets since the age of sixteen. Brett also enjoys reading and studying history, philosophy, economics, and political theory as well as venturing abroad whenever he gets the chance.
WAYNE SCHMIDT, CFA®
CHIEF INVESTMENT OFFICER
GRADIENT INVESTMENTS, LLC
In 2008, Wayne brought 30 years of institutional investment experience to the private clients of Gradient Investments. During his tenure at AXA Investment Managers, Wayne served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.
Wayne has been quoted on the subject of the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and The Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
MICHAEL BINGER, CFA®
SENIOR PORTFOLIO MANAGER
GRADIENT INVESTMENTS, LLC
Mike brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Mike has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry. He spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles. Mike’s media highlights include numerous appearances, providing market insight on CNBC, Bloomberg TV and Bloomberg Radio.
Mike has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national, and global investment publications.
MARIANN MONTAGNE, CFA®
SENIOR INVESTMENT ANALYST OF GRADIENT INVESTMENTS, LLC
Mariann has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. This experience includes company and industry sector analysis, risk monitoring and portfolio management in both the equity and fixed income markets. She is highly attuned to economic and market conditions, and has extensive experience selecting individual stocks, ETFs and mutual funds. In addition to being a CFA®, she is a member of both the CFA Society of Minnesota and the CFA Institute. Mariann’s media highlights include quotes in Barron’s, The Wall Street Journal, Fortune, NPR, Washington Post, and the Chicago Tribune. She has also appeared on Bloomberg TV and Fox Business News.
NICK STOVALL, CPA /PFS
FOUNDER AND PRESIDENT
STOVALL & ASSOCIATES, LTD.
With over 20 years of experience, Nick brings decades of private industry accounting, public accounting, business taxation, IRA taxation, technical taxation, tax law, and tax policy knowledge to the organization. With an in-depth knowledge of the financial services industry and understanding of the complex demands of diverse business settings, he provides an invaluable perspective on the intricate relationships between tax and business issues. Nick holds his series 27, 7, and 66, as well as his life and health license. Nick remains active in the accounting industry and is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MnCPA) and the Institute of Management Accountants (IMA). Nick is a member of Ed Slott’s Elite IRA Advisor Group.
2400 Veterans Blvd, Ste 150
Kenner, LA 70062
401 Whitney Ave, Ste 204
Gretna, LA 70056
1340 West Tunnel Blvd, Ste 305
Houma, LA 70360
847 Galvez St, Ste 101
Mandeville, LA 70448