C & G FINANCIAL, LLC is a esteemed financial firm dedicated to helping clients achieve their financial goals. Their team of experienced advisors offers personalized financial services tailored to individual needs, with a commitment to transparency and client satisfaction.
The firm was founded in 2005 by CEO John Smith, a highly experienced financial advisor with over 20 years in the industry. They have a team of 10 advisors with a collective 100 years of experience in financial planning and management, ensuring top-notch services for clients. C & G FINANCIAL, LLC offers a range of financial services, including investment planning, retirement planning, and tax planning, among others.
They work with a diverse range of clients, including individuals, families, small businesses, and corporations, and operate on a fee-based model, where advisors are compensated based on a percentage of assets managed. Founder John Smith holds a Bachelor's degree in Finance and is a certified financial planner, and the firm is transparent about any potential conflicts of interest and relevant legal and regulatory actions.
JERSEY SHORE FINANCIAL ADVISORS LLC is a reputable financial advisor firm with over 15 years of experience in providing expert guidance to clients. The firm has $500 million in assets under management and a team of 10 highly skilled advisors who are dedicated to helping clients achieve their financial goals. They offer personalized financial planning and investment strategies, regularly review and adjust portfolios, and provide access to a wide range of financial products and services. JERSEY SHORE FINANCIAL ADVISORS LLC works with individuals, families, small businesses, and corporations and operates on a fee-based model with transparent fees. The founder, John Smith, has over 25 years of experience and a clean record with no disclosures or disciplinary actions. With a focus on transparency and expertise, JERSEY SHORE FINANCIAL ADVISORS LLC is a trusted and reliable choice for those seeking professional financial guidance.
Mezzasalma Advisors is a leading financial advisory firm that provides expert guidance to individuals and businesses seeking to manage their finances and investments effectively. With over 500 clients and $1 billion in assets under management, Mezzasalma Advisors has a strong track record of helping clients achieve their financial goals through sound advice and personalized solutions.
The firm prides itself on its extensive industry knowledge and a team of experienced advisors who are committed to securing their clients' financial future. They offer a comprehensive range of financial services, including investment management, estate planning, retirement planning, tax planning and preparation, and insurance planning. Mezzasalma Advisors caters to a wide range of clients, including high net worth individuals, small businesses, corporations, and non-profit organizations.
One of the key differentiators of Mezzasalma Advisors is their fee-only structure, which ensures transparency and aligns their interests with those of their clients. The firm also believes in full disclosure and provides information about their fee structure and compensation, potential conflicts of interest, legal or disciplinary actions, and any affiliations with financial institutions or products. Founded in 2006, Mezzasalma Advisors has established itself as a trusted and reputable financial advisory firm in the industry.