Attain financial security by preserving and managing the wealth you have worked to aquire

For the couple building a retirement plan ... the parent starting a college fund ... the small company planning to start a matching savings plan ... the executive with money to manage but no time to do it ...

Gaugert Financial is here for you. For nearly 25 years we have helped make a difference in people's lives. Let us play a role in living out your dream.

Direct Investing

Managed Money

401(k) Pension Plans

Our Financial Services

""A team approach to creating a financial strategy customized to your needs."

College Funding

Which funding plan is right for you? We can help.

Trading

We are a full service investment firm.

Risk Management

Caring for others is what we enjoy helping you do.

Managing Portfolios

Commission vs fee

Estate Planning

Have you updated your will lately?

Retirement Savings

You can never have too much. Start funding now.

401(k) Pension Plans

Take advantage of what's available at your company.

Plan Custodian/Trustees

Follow the rules. We're there to help

Employee 401(k) Pension Plans

We meet one on one to help employees make confident decisions.

Employer 401(k) Pension Plans

It's a win/win for all involved.

Securities offered through Capital Investment Group, Inc. 100 East Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370
Member FINRA/SIPC - FINRA Broker Check
Advisory services through Capital Investment Advisory Services, LLC