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Our Commitment To You


Our Commitment to You

for lifelong financial confidence and success



Schedule an Appointment

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

Regular Advising

We grow with you and adjust the strategy if necessary.

Reviews and Updates

We help you stay informed and on the right path.

Coaching Experiences

Our coaches work with you to build your financial confidence.

Educational Content

We keep you up to date with consistent and relevant information from trusted sources.

Your Community

Connect with like-minded people and feel supported.

Meet your team

Find out more about the C&A professionals here to help you with experienced guidance

Meet Your Team

Upcoming Coaching Experiences

Wisdom Wednesdays are monthly seminars sharing expert information about responsible wealth. 

Wisdom Wednesday Seminar

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

Listen Here

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