Our Commitment To You
Our Commitment to You
for lifelong financial confidence and success
We're here to help
Knowing that you have the right plan as the world changes will give you confidence, and ultimately lets you leave the legacy you envision.
Our holistic approach to developing your financial strategy means on-going communication, providing you with expert guidance and resources to stay on the path to success.
You get a lifelong relationship that is dedicated to helping you succeed because we understand the importance of having a coach.
How we help
Meet your team
Find out more about the C&A professionals here to help you with experienced guidance
Upcoming Coaching Experiences
Wisdom Wednesdays are monthly seminars sharing expert information about responsible wealth.

Wisdom Wednesday Seminar
Topic: The Academic Side of Investing
Date: Wed., March 29, 2023
Time: 6:00pm ET
Topics Covered:
- Structured investing based on academic discipline
Pursuing ideal outcomes
Interest Rates & Fees
Distribution of US market returns - You must register to receive the Zoom link
March 2023 Video Podcast
Perspectives on Finance and Economics
Frank Congilose of C&A Financial Group and Guest Speaker Mike Trudel of BlackRock discuss market conditions and the perspective and outlook around our current economy in our newest video podcast.
Listen to Our Podcasts
Consistent information from trusted sources providing economic insight is essential to making informed decisions.
Latest Episode: 4th Quarter Market Update with Frank Congilose and Bob Farrell