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Our Commitment To You

Our Commitment to You

for lifelong financial confidence and success

Schedule an Appointment

We are 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 partner 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

Wisdom Wednesday

Date and Time : November 16, 2022
Topic : Year End Tax Planning
Speaker : Art Gravanis from Guardian and Matt Fehmel from Putnam Investments

Listen to Our Podcasts

Consistent information from trusted sources providing economic insight is essential to making informed decisions.

Latest Episode: 

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Our Videos

Our Videos

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. 

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