About Hamilton Cavanaugh & Associates

In 1986, John Hamilton formed Hamilton Cavanaugh and Associates with a specific goal: he sought to create a firm that would be a premier retirement and financial planning resource. He made a commitment that the business would be built on three core objectives: (1) unmatched expertise; (2) extraordinary depth of products; and (3) outstanding service. Now, nearly two decades later, Hamilton Cavanaugh and Associates is pleased to be a firm that exemplifies that original vision.

Allow us to detail how these three core objectives best serve you, the program participant.

1. Unmatched expertise: As an employee, you know that it can be a complex world navigating the range of retirement offerings that your employer has made available to you. In order for you to truly benefit from these options, you, the employee, need to feel comfortable accessing the full spectrum of these programs. Hamilton Cavanaugh has the expertise to help you get the most from your employer’s retirement offerings. Our team of Retirement Advisors is committed to the belief that there is no “one-size-fits-all” solution when it comes to an individual’s needs. Knowing this, the specialists at Hamilton Cavanaugh will work with you to tailor your retirement selections to meet your particular requirements. Together, we will determine how your financial needs, investment goals, and risk tolerance are best matched through the products and services offered by your employer.
2. Extraordinary Depth of Programs: At Hamilton Cavanaugh, we know that your needs can often span the entire lifecycle – from educational planning for young children, all the way through long-term care insurance. At Hamilton Cavanaugh, we have an extraordinary depth of programs at our disposal to meet this wider spectrum of needs. We offer a full range of retirement programs from fixed and variable annuities to Traditional and Roth IRAs. Moreover, we offer a variety of investment options and services, from an array of mutual funds to asset allocation analysis. When you work with Hamilton Cavanaugh, you can be assured that you have access to the full range of products available in the industry, carefully selected for your particular life needs.
3. Outstanding Service: As an employee, you are likely to have questions about the retirement and financial planning options available to you. Perhaps you might want additional information about an investment programs, or you are unsure about the provisions of a retirement account. Trust Hamilton Cavanaugh to resolve these issues for you in a speedy, courteous, and knowledgeable manner. Our team of Retirement Advisors prides itself on our commitment to outstanding service. We know that you, our clients, are the reason we exist as a company. We try to remember that behind every retirement account is a person aspiring for financial independence, and behind every College Savings Plan is a parent or grandparent planning for a child’s future. At Hamilton Cavanaugh, our ability to value people as individuals is a key to our success in serving our client base as a whole.

Hamilton Cavanaugh is proud to be endorsed by GNYHA (Greater New York Hospital Association), HANYS (Healthcare Association of New York State), and NYAHSA (New York Association of Homes & Services for the Aging).