C&A Financial Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · New Jersey, United States · 51-200 Employees
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Overview
Headquarters
2111 State Rte 34, Belmar, New Jersey, 0...Phone Number
(732) 528-4800Website
www.ca-strategy.comRevenue
$7.4 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
1
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2
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 Org Chart
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Company Profile Activity
Activity Insights
C&A Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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C&A Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about C&A Financial Group.
C&A Financial Group financials insights
Gather financial insights about C&A Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
C&A Financial Group Tech Stack
A closer look at the technologies used by C&A Financial Group
Most Recent Scoops
Project
, according to a front-line source in Financial Planning, is in the midst of initiatives related to corporate performance management (CPM) software. The organization is focused on a customer relationship management (CRM) system in this area.
CRM, Analytics & Insights, Financial Planning, Software, Workforce Management, Corporate Strategy, Finance, Financial Strategy, HR Operations, Organizational Development
Project
, according to a front-line source in Financial Planning, is planning to release a request for proposal (RFP) for initiatives related to data storage and management.
Data Center, Storage, Request for Proposal (RFP), Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
, according to a front-line source in Financial Planning, has completed initiatives related to commission accounting and management systems within the last nine months.
Accounting, Financial Planning, Billing & Invoice, Financial Systems, Financial Reporting, Business Finance, Finance, Financial Strategy
Project
, according to a front-line source in Financial Planning, has completed initiatives related to customer relationship management (CRM) within the last nine months.
CRM, Financial Planning, Finance, Financial Strategy
Pain Point
Pain Point, Data Management, Data Science, Financial Planning, Compliance, Finance, Financial Strategy
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Frequently Asked Questions Regarding C&A Financial Group
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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... Read More
