for lifelong financial confidence and success
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 partner dedicated to helping you succeed because we understand the importance of having a coach.
We grow with you and adjust the strategy if necessary.
We help you stay informed and on the right path.
Our coaches work with you to build your financial confidence.
We keep you up to date with consistent and relevant information from trusted sources.
Connect with like-minded people and feel supported.
Find out more about the C&A professionals here to help you with experienced guidance
Wisdom Wednesdays are monthly seminars sharing expert information about responsible wealth.
Date and Time : November 16, 2022Topic : Year End Tax PlanningSpeaker : Art Gravanis from Guardian and Matt Fehmel from Putnam Investments
Consistent information from trusted sources providing economic insight is essential to making informed decisions.
Managing Partner, Frank Congilose and Managing Director, Katelyn Congilose answer common questions like why you should choose C&A Financial, how to accomplish your financial goals and how to save money without giving up a lifestyle.