Top Financial Advisors In Pacific Grove, CA

C & T Financial Services Group, Inc. is a trusted financial advisor that has been in business for over 15 years. With a team of 10 experienced advisors and over $500 million in assets under management, the company is well-equipped to provide comprehensive financial solutions to its clients.

Offering a variety of services including investment management, retirement planning, and estate planning, C & T Financial Services Group, Inc. takes a client-centric approach to understand and meet the unique financial goals of each individual, family, or small business client.

The company operates on a fee-only compensation model, ensuring that their interests are always aligned with their clients' and that their top priority is providing expert financial advice, without being influenced by commissions or product sales.

C & T Financial Services Group, Inc. was founded by a certified financial planner with over 20 years of experience and a commitment to maintaining the highest ethical standards. The company also prides itself on transparency, providing clients with a disclosure document outlining any potential conflicts of interest before entering into any agreements.

PHARAOH FINANCIAL GROUP, INC. (PFG) is a leading financial services firm that provides personalized financial planning and investment management services to clients. With over 25 years of experience, a team of over 50 advisors, and managing assets worth $2 billion, PFG has established itself as a reliable and trusted advisor in the industry. PFG's advisors offer expertise and a personalized approach to help clients achieve their financial goals. They offer a wide range of services, including financial planning, investment management, retirement planning, insurance and risk management, estate planning, and tax planning. PFG also emphasizes client education, empowering them with financial knowledge to make informed decisions. PFG caters to individuals, families, and businesses of all backgrounds. Their fees are transparent and aligned with their clients' best interests. PFG also discloses any potential conflicts of interest to ensure transparency in their services. Founded by John Pharaoh in 1994, PFG has a strong commitment to building long-term relationships with clients and providing exceptional financial guidance. Their advisors are registered with the SEC as RIAs and have a fiduciary duty to act in their clients' best interests at all times.