Welcome to Crescent City Retirement Group

Our Mission

Our mission is to offer independent financial management and advice in Investment Planning, Risk Management, Income Planning, Retirement Planning, and Estate Conservation.

Meet the Advisor

We’re Thrilled to Appear in Forbes Magazine!

Get Our Complimentary Handout “Questions To Ask Before You Retire!”
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Our Services

Enhanced Planning

Enhanced Planning

Enhanced planning is one key element of any retirement strategy, helping ensure that your legacy is one of family harmony, regardless of the size of your estate. Without careful preparation, misunderstandings can cause a rift in the family you’ve spent your life protecting.
Legacy Planning

Legacy Planning

Proper legacy planning is one key element of any successful retirement strategy, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected.
New Generation Retirement

New Generation Retirement

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Social Security

Social Security

If you’re like many retirees, your Social Security benefit represents years and years of hard work, and may be the foundation upon which you plan to build and grow your retirement income.

Our Team

Anthony J. Cangemi

Founder / Investment Advisor

E: aj@crescentcityretirement.com

Michael Fite

Investment Advisor

E: teammember@crescentcityretirement.com

Jaime Badilla

Medicare Specialist

E: jaime@crescentcityretirement.com

Nikki Del Marmol

Legacy & Healthcare Consultant

E: nikki@crescentcityretirement.com

Lisa Hall

Client Service Coordinator

E: lisa@crescentcityretirement.com

Diann Kreutz

New Account Liaison

E: diann@crescentcityretirement.com

Glenda Lambert

Legacy Liaison

E: glenda@crescentcityretirement.com

Grace Lambert

Director of Client Relations

E: grace@crescentcityretirement.com

Katie Landry

Office Manager / Director of Marketing

E: katie@crescentcityretirement.com

Melissa Munoz

Director of Case Planning

E: melissa@crescentcityretirement.com

Learn More About Our Team

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.

You’ll learn:

  • Social Security Strategies
  • Asset Organization
  • Investment Solutions
  • Legacy Planning

Request Your Complimentary Copy Today!

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Request Your Copy Today

Join Us for an Upcoming Workshops & Webinars!

Call our office as registration is required for these events.

Events are subject to change without notice.

“Retiring Well...”

We will address the following:

  • Can you create a retirement income plan that lasts?
  • Will you receive your full Social Security benefit?
  • How much risk are your retirement savings exposed to?
  • Do you have access to technology that can make your retirement easier to manage?

6 things you need to know about the new federal Tax Law.

Register for Our Workshops

Please state which workshop session you are requesting to attend.

Guests
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Upcoming Workshops & Webinars

Workshops

May 21, 2024 at 6:00 PM
May 22, 2024 at 6:00 PM

Austin’s Seafood & Steakhouse

Webinar

The 5 Keys to a Stress-Free Retirement

By creating a clear and compelling retirement plan vision, you can set the stage for a fulfilling, purposeful, and enjoyable retirement journey.

May 29, 2024 at 6:00 PM

Receive our free retirement calendar to help you start planning for retirement today.
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Find out how Crescent City Retirement Group, LLC can help you.

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