Introductory Videos

Managing Partner, Frank Congilose and Managing Director, Katelyn Congilose share how to establish financial goals, the C&A mission, how to save more without living less and discuss why you should choose C&A Financial Group.

Why?

What drives us to do what we do?

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The Difference

What makes C&A Financial Group different from other financial organizations?

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How To Save

How can you save money without giving up a lifestyle?

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Our Mission

What is the mission of C&A Financial Group?

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What is Wealth?

What determines your wealth?

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Ideal Client

Who is our ideal client?

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Last Check

We recognize that at some point in time everyone we know will stop working. Frank explains the importance in planning for your last check.

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Running Out of Money

How can you avoid running our of money in retirement?

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Accomplishing Goals

What does "Save More Without Living Less" mean?

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Volatile Markets

A way to look at volatile markets. What would your future self say to your current self in the scheme of things?

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End Result

After a client works with us, what is the end result?

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