Our Mission

Crescent City Retirement Group’s mission is to offer independent financial management and advice in Investment Planning, Risk Management, Income Planning, Retirement Planning, and Estate Conservation.

 

 

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Retirement Keys with Anthony Cangemi

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn’t have to be! Listen in to learn more about creating a reliable and long-term retirement and download your complimentary Retirement Income Toolkit.

Your Retirement Income Toolkit provides you with information to help make sound decisions and build a retirement on a solid foundation that will stand the test of time.

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Request your download

Request your complimentary Retirement Income Toolkit to get the information you need to help secure your retirement.

Our Services

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

Asset Maximization

Our main objective is to assist clients in navigating today’s complex marketplace to help accomplish their investment aspirations and goals. The recommendations you’ll receive are custom-tailored to you, factoring in your risk tolerance, goals, time frame, and income specifications.

NEW GENERATION RETIREMENT

New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together.

TAX STRATEGY

One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.

Social Security

Make sure you maximize your Social Security benefit.

If you’re like many retirees, your Social Security benefit represents years and years of savings and hard work, and may be part of the foundation of your retirement income. Though many Americans have some basic familiarity and knowledge on the topic, far less are able to determine — on their own — the best way to file so they are able to maximize their benefit and carefully integrate it into the rest of their retirement plan.

At Crescent City Retirement Group, LLC, we help our valued clients develop a clear understanding of their Social Security benefit, and both educate and inform them on the optimal time to start accepting their benefit. According to the Social Security Administration, delaying your benefit may potentially increase your benefit amount by as much as eight percent per year.

There is a lot to know about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits. Our firm is committed to helping you get the most you can out of your benefit, so you can take one step closer toward the comfortable and enjoyable retirement you’ve been working so hard for! In order to ensure you are maximizing your Social Security benefit, you should have a firm understanding of this complex matter.

We have put together an informative brochure that helps answer the following questions:

  • What is your Social Security benefit amount?
  • When is the best time to start accepting your 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 benefit?

Please contact us to receive your brochure today!

Request Now!

Crescent City Retirement Group, LLC and Crescent City Insurance Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

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 Copy Today!

Register For An Upcoming Seminar

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.

There are no upcoming events at this time.
Please check back again soon.

Video Library

  • Choosing an Advisor

    Beneficiary Review

    Tax Planning

Keeping Your Financial Information Safe and Secure

With the Generational Vault, you never have to worry about forgetting where you put trusts, wills, powers of attorney, insurance policies, investments, medical directives, tax returns, and other personal or family mementos because they are all kept in one place.

Meet The Team

Anthony Cangemi
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 advice and financial solutions since 2008. He is a Chartered Retirement Planning Counselor and holds his Series 65 and Insurance License. Anthony’s main office is located in Kenner with satellite offices in Mandeville, Gretna, St. Charles & Houma, Louisiana where they are dedicated to helping people increase their wealth, minimize their taxes, protect their assets and most importantly, maintain their independence.

Anthony resides in Kenner with his lovely wife, Brandy, and their 4 sons: Anthony Jr., Christopher, Daniel & Sam. In Anthony’s spare time he enjoys going fishing with his boys and venturing to new restaurants to live music with Brandy.



Katie Landry
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 raising their two girls: Josephine & Evie.

Brad Carr
Licensed Insurance Agent affiliated with Crescent City Insurance Group

Brad Carr brings two decades of retirement planning experience, following a successful career in Corporate America. As an Associate Advisor with Crescent City Retirement Group, Brad is responsible for assisting Anthony with client workshops, as well as conducting initial interviews with both existing and potential clients. A Gulf Coast native, Brad finds immense personal satisfaction in assisting seniors plan for an enjoyable stress-free retirement.

Grace Lambert
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.

Diann Kreutz
New Business Director

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.

Melissa Munoz
Case Design Coordinator

Melissa has been with us since December 2017. She is our Client Service & Case Design Coordinator.  If you have any questions regarding your account, she will be handling many of your service needs. She is also the contact person for initial and follow up appointments. Melissa has two amazing boys: Tyler and Preston. Tyler is in college at UNO and Preston attends Holy Cross. Melissa loves to meet new people and try new restaurants that our wonderful city has to offer!

Nikki del Marmol
Client Service Coordinator & Workshop Team Member

Nikki joined our team in 2018. She handles all of our client service issues. Everything from beneficiary changes to withdrawal requests- she is able to execute from your request from inception to completion. Nikki is also a licensed Realtor and has 10+ years of industry experience of paperwork and transactions. Nikki and her husband, Charlie, live in Kenner and just married off their daughter, SarahBeth, who lives in Lafayette. For leisure Nikki is a tennis player and captain at Capitano’s for USTA League and also attends The Vineyard Church.

Sheila Harris
Office Assistant & Workshop Team Member

Sheila joined our team in 2018. She is our office support team member who handles everything from workshop & birthday phone calls, to mail outs and generally keeps our office organized and well stocked on goodies. When Sheila isn’t in our office she enjoys beach time in Gulf shores to visit her Son, Chad, and grandkids, Brock & Carson. She and her husband, Joe, also just started a new venture and built a tiny house to list on Air BNB in Gulf shores too. Sheila also relishes a glass of wine & gardening.

Strategic Alliances

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.

Crescent City Retirement Group, LLC

(504) 828-2171

aj@crescentcityretirement.com

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Main Office

2400 Veterans Blvd, Ste 150
Kenner, LA 70062

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Houma

1340 West Tunnel Blvd, Ste 305
Houma, LA 70360

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Northshore

2895 Highway 190, Suite 227
Mandeville, LA 70471

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