At Global Financial Group, our purpose is to help our clients understand and realize their dreams by striving to accumulate, grow and preserve their wealth.  The heart of our business is to establish client relationships based on values and knowledge so that we may help transform their goals, aspirations, and hopes into reality.



Samuel F. Giordano III, RFC, LUTCF

Global Financial Group

 

Sam, a co-founder of Global Financial Group, began his career in financial services in February 1992.  Since then, he has served as his client’s investment and wealth coach.  Sam is an Investment Advisor Representative with Signator Investors, Inc.  He helps lead them to financial independence through the development, implementation, and periodic review of their comprehensive financial and investment plans.  Sam has worked with individuals, businesses and non-profit organizations in developing investment related programs.  He has great experience in the process of asset allocation, qualified retirement plans and employer sponsored retirement plan rollovers and distributions.

Committed to education and professional development, Sam graduated from Manchester College with a degree in Finance and has been awarded the Registered Financial Consultant (RFC) and Life Underwriter Training Council Fellow (LUTCF) professional designations.  He is an active member of NAIFA (National Association of Insurance and Financial Advisers) and IAFC (International Association of Financial Consultants).  Sam continually seeks out opportunities to further his knowledge and provide his clients with the most timely and useful information possible.

Sam and his wonderful wife, Tracy, were married in October 1992 and have two children, a son and a daughter.  They have lived in Pewaukee since 1995 and are very active in their church, community and children’s events.


 


 

Samuel F. Giordano

Timothy P. Dwyer, CLU®, ChFC®

Global Financial Group

Tim, a co-founder of Global Financial Group began his financial services career in 1995. Tim believes that everyone’s economic and life situation is unique and understands how important that is when providing financial advice. He is dedicated to offering personalized service to match his client’s goals and believes it is imperative to learn about his client’s beliefs, ambitions and specific needs, and trusts that together an individual financial plan can be prepared to assist his clients on the road to financial independence.

Tim’s main focus is individuals and businesses, helping his clients as a Financial Advisor. He is an Investment Advisor Representative with Signator Investors, Inc. and dedicates his practice to designing, implementing and helping clients reach their financial goals. He is experienced in asset allocation, retirement plans, individual retirement accounts, employer sponsored plan rollovers, and insurance needs.

Tim maintains a deep commitment to the financial services industry. He is Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC) and a member of NAIFA (National Association of Insurance and Financial Advisors). He continues to seek out opportunities to further his knowledge and provide clients with timely and useful information.

A native of the Milwaukee area, Tim received his Liberal Arts Degree from the University of Wisconsin – Madison in 1989. He and his wonderful wife, Amy, live in Milwaukee, Wisconsin with their two sons Jack and Hank and is active in his church and community.


 


 

Timothy P. Dwyer

Cynthia L. Bong, CLTC, LUTCF

Global Financial Group

Cindy believes that by using her life experiences she can serve her clients as they develop a plan to prepare for life and living. She believes in listening to her clients to understand what their expectations and concerns are for the future.

Having raised a family and had the good fortune of seeing her mother live a long life, Cindy appreciates the role of insurance and proper planning and how they benefit families.

After entering the insurance industry in 1995 with prior experience in business management, Cindy established Cindy Bong Insurance Agency in 2000. She continued working with individuals to help reach their goals using strategies to accumulate and to protect their financial lifestyles. In January of 2014, Cindy joined Global Financial Group to enhance the process with added experience of the team approach.

Cindy has earned the Corporation for Long Term Care Certification (CLTC) as well as the Life Underwriters Training Council Fellow (LUTCF) designation. She holds Series 6, 63 & 65 securities registrations and is an Investment Advisor Representative of Signator Investors, Inc.. Active in her industry, Cindy has been affiliated with the National Association of Insurance and Financial Advisors (NAIFA) throughout her career, including serving as NAIFA Wisconsin President in 2005-2006 and receiving the A. Jack Nussbahm Distinguished Service Award in 2012. She has served on various advisory committees for the Office of the Commissioner of Insurance as well as organizations in her community.

Cindy and her husband Richard enjoy spending time with their children and grandchildren. They reside on Lake Keesus, 25 miles west of Milwaukee.

Phone: 262-565-3223 E-mail: cindy@gfgwisconsin.com

Cindy Bong


 N27W23960 Paul Road Suite 201 , Pewaukee, WI 53072
Phone: 262.786.8045    262-786-1218
Fax: 262.786.3895   Email: sam@gfgwisconsin.com

Registered Representative and Investment Adviser Representative of and securities offered through Signator Investors, Inc.
Member FINRA, SIPC, and an SEC Registered Investment Adviser.