C&A Financial Group

Finance · New Jersey, United States · 51-200 Employees

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Overview

Headquarters

2111 State Route 34, Wall Township, New ...

Phone Number

(732) 528-4800

Revenue

$7.4 Million

Industry

Finance Securities Trading

About C&A Financial Group

C&A Financial specializes in providing comprehensive financial coaching and strategies to help clients achieve their financial goals without sacrificing their lifestyle. They offer services such as exit planning for business owners, private school planning, and legacy protection, catering to individuals, business owners, and HR professionals. The company emphasizes a holistic approach to financial management, ensuring clients have a clear path to retirement and ongoing support. C&A Financial is committed to building relationships and providing tailored advice to enhance clients' financial confidence and success.Explore more
C&A Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

C&A Financial Group Org Chart

PhoneEmail
KC
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Managing Director

PhoneEmail
JS
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Financial Advisor & Senior VP

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

C&A Financial Group

$7.4M
51-200
Private
<$5M
1982
KC
Katelyn CongiloseManaging Director
$14.2M
51-200
Private
<$5M
1979
BB
Briegette BullockManaging Director
$11.7M
51-200
Private
-
1990
JL
Jeffrey LewisRegistered Investment Advisor & Representative
$9.7M
11-50
Private
-
2000
RC
Russell CliffordCertified Financial Planner & President & Wealth Planner
<$5M
11-50
Private
-
2010
LA
Lidia AmodeiChief Investment Officer
<$5M
11-50
Private
-
2006
WM
Wanda McLevisManager, Operations
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C&A Financial Group Tech Stack

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Frequently Asked Questions Regarding C&A Financial Group

What is C&A Financial Group's official website?
C&A Financial Group's official website is www.ca-strategy.com
What is C&A Financial Group's Revenue?
C&A Financial Group's revenue is $7.4 Million
What is C&A Financial Group's SIC code?
C&A Financial Group's SIC: 62,628
What is C&A Financial Group's NAICS code?
C&A Financial Group's NAICS: 52,523
How many employees does C&A Financial Group have?
C&A Financial Group has 51-200 employees
What industry does C&A Financial Group belong to?
C&A Financial Group is in the industry of: Finance, Securities Trading
What is C&A Financial Group competition?
C&A Financial Group top competitors include: Alliance Advisory Group, Attleboro Wealth Management, North Ridge Securities, The Terzolo Financial Group
What technology does C&A Financial Group use?
Some of the popular technologies that C&A Financial Group uses are: Cloudflare Website Optimization, Google Universal Analytics, Datadog, YouTube
How do I contact C&A Financial Group?
C&A Financial Group contact info: Phone number: (732) 528-4800 Website: www.ca-strategy.com
What does C&A Financial Group do?

C&A Financial specializes in providing comprehensive financial coaching and strategies to help clients achieve their financial goals without sacrificing their lifestyle. They offer services such as exit planning for business owners, private school planning, and legacy protection, catering to individuals, business owners, and HR professionals. The c... ompany emphasizes a holistic approach to financial management, ensuring clients have a clear path to retirement and ongoing support. C&A Financial is committed to building relationships and providing tailored advice to enhance clients' financial confidence and success.Read More

What are C&A Financial Group social media links?
C&A Financial Group Linkedin page C&A Financial Group Facebook page
Is C&A Financial Group a public company?
C&A Financial Group is private company therefore does not currently have an official ticker symbol
See more information about C&A Financial Group

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