A complete list of active advisors currently associated with C Financial and Tax Associates

Warmer can help you find a great advisor at C Financial and Tax Associates or one who fits your needs even better.

C Financial and Tax Associates works primarily with individual clients and a range of other account types (trusts, estates, small businesses, charitable organizations and retirement plans) offering financial planning, tax preparation, and advisory introductions. The firm provides hourly financial planning focused on retirement and business planning and prepares individual and business tax returns as a separate service. The firm does not generally provide direct portfolio management for individual accounts; instead it assists clients in identifying and implementing asset allocation and selects third‑party money managers (using platforms such as SEI, Orion, and PFG) who handle portfolio discretion and trade execution. Advisory relationships are typically non‑discretionary from the firm’s perspective and the firm coordinates and reviews manager performance while providing investment advice and an investment policy statement when engaged. Distinctive features compared with many independent, solo advisers include that the firm’s principal also operates as a registered representative of a broker‑dealer and as a licensed insurance agent, and the firm discloses the sale of insurance and securities products and tax services as separate revenue sources. These multiple roles — referral to third‑party managers combined with commissionable insurance and brokerage activities and in‑house tax preparation — are highlighted in the brochure and are disclosed as potential conflicts of interest the firm seeks to manage.

To learn more about the advisors currently working at C Financial and Tax Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.