About the Company

We are proud to be a family owned and operated business serving our community for over twenty years.


Our Mission

To be the Premier Insurance, Investment, and Employee Benefit Firm in the Buffalo- Niagara Region

  • We have been providing Insurance, Investments and Employee Benefits to the Niagara Region for over twenty years

  • We will continue to support our local community and people

  • We will treat our clients in an ethical, respectful manner, and practice the prudent rule

  • We strive to maintain a high level of expertise

  • We promise to sustain an energetic spirit

  • We pledge to remain focused on our clients’ goals

In 1982, Mark Catanese began his career with New York Life Insurance Agency in Amherst, New York. It was his desire to be able to provide a comprehensive range of services that led him to form his own organization, with the assistance of his partner, and wife, Jean. In 1991, they incorporated as Capital Management Group of Niagara, Inc.

Capital Management Group of Niagara, Inc. now has twelve employees, oversees the security transactions of eleven registered representatives of Broker/Dealer Cadaret Grant and Co., Inc., and provides individual insurance, employee benefits and investment services to many of the local families, small and large businesses, and most of the largest employing Western New York municipalities.

The company has seen a successful growth over the last twenty years from implementing succession planning for retiring financial advisors, strategic alliances with other insurance firms in the area, and an enduring presence in the ever-changing marketplace.

Privacy Policy

We are committed to protecting your privacy. In the process of opening an account with Cadaret Grant and Co. Inc., we are required to obtain information that verifies your identity. Section 326 of U.S. Patriot Act of 2001, to assist the government in its effort to fight the funding of terrorism and money laundering activities mandates this. We will require a form of identification to satisfy this process such as your driver’s license or other form of identification with a photo ID. The U.S. Department of the Treasury, Securities and Exchange Commission, and Financial Industry Regulatory Authority rules also require you to provide additional information, such as your net worth, annual income, occupation, employment information, investment experience and objectives, and risk tolerance. We cannot open an account without this information. When we have obtained this information, we understand that we are responsible for protecting it.

Only authorized personnel and your registered representative have access to your account. We contract off-site procedures for destroying purged contents from your files. We do not provide personal information to mailing lists or solicitors under any circumstances. We will not disclose your information to any other financial institutions unless authorized by you in writing. We gather information required only to obtain, administer and service insurance, investment and employee benefits products, and as part of our disclosure to regulatory bodies.