Cammack Retirement Group Inc. is located in at 40 Wall Street, 56th Floor, New York, NY 10005 (Tel. 212-227-7770) and consists of three subsidiary firms providing a wide range of pension consulting services to our clients. These entities include:
- Cammack LaRhette Advisors, LLC: Providing investment advisory services as an SEC federally registered pension consultant advisor. Main location is at 100 William Street, Suite 215, Wellesley, MA 02481 (Tel. 781-237-2291).
- Cammack LaRhette Brokerage, Inc.: Providing access to investment products; registered with FINRA as a limited broker dealer. Main location is at 100 William Street, Suite 215, Wellesley, MA 02481 (Tel. 781-237-2291).
- Charles W. Cammack Associates, Inc.: Providing insurance products and general pension consulting, including actuarial services. Main location is 40 Wall Street, 56th Floor, New York, NY 10005 (Tel. 212-227-7770).
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Cammack Retirement Group does not provide legal or tax advice. Information and articles on this site are for general information purposes only.
Inaccuracies, Errors & Downloads
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Rankings and Awards
Rankings, awards and/or recognition by unaffiliated rating services and/or publications do not imply any guarantee of a certain level of results, nor does it represent a current or past endorsement of Cammack Retirement Group by any of its clients. Awards and rankings by publications generally base their selections on information prepared and/or submitted by the recognized advisor.
Cammack Retirement Group's website may contain external links to third-party content which is hosted on websites unaffiliated with Cammack Retirement Group; and as such, the policies and procedures governing these sites may differ from our company website. Cammack Retirement Group makes no representations to any third party content and linking to third party sites does not imply an endorsement or affiliation of any kind between Cammack Retirement Group and any third party, including legal authorization to use trademarks, trade names, logo, or copyrighted materials belonging to another entity.
Limitations of Use
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We prohibit the use of the Cammack Retirement Group name, and any of its affiliates, any of its registered domain names, and any of its logos or other trademarks as part of a link to or from any site unless approved in advance and in writing by Cammack Retirement Group. Using any metatags or any other hidden text featuring any Cammack Retirement Group domains or other trademarks without our expressed written consent is strictly prohibited.
Information We Collect: We collect certain nonpublic information about you ("Customer Information"). The essential purpose for collecting Customer Information is to allow us to provide advisory services to you. Customer Information we collect may include:
- Information that you provide on applications or other forms. This Customer Information may include personal and household information such as income, investment objectives, financial goals, statements of account, and other records concerning your financial condition and assets, together with information concerning employee benefits and retirement plan interests.
- Identifying information such as your name, age, address, social security number, etc.
- Information about your transactions with us, or others (e.g., other chosen investment sponsors).
Security of Your Information: We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
Information We Disclose: We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the authorized services (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, consultants, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose.
Former Clients: If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.
Questions: If you have questions about this privacy notice or about the privacy of your customer information call our main number and ask to speak to the Chief Compliance Officer.