C & G Financial, LLC

N/A

C & G Financial does not manage investments directly. Instead, they recommend independent investment managers to clients. They also offer non-investment consulting services, such as referrals to attorneys, accountants, and insurance agents. Clients are responsible for verifying information and notifying C & G Financial of any changes in their financial situation.

Assets Under ManagementN/A
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

C & G Financial does not provide investment management services. They recommend independent investment managers to clients who desire those services.

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Location

5 Advisors at this firm

C & G Financial, LLC | TrueAdvisor