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C&A Financial Group

Mission statement:

At C&A Financial Group, our mission is clear; provide the most advanced and up-to-date information and service to our clients. Our philosophy is based upon Wealth Accumulation, Protection and Preservation for families and privately held business owners. We utilize a macroeconomic approach for planning our clients' finances. We believe that our clients come first and provide them with the same advice and service that we would render to our own families or ourselves.

Our associates are fully trained and educated on how to formulate and implement appropriate plans. We believe in a team approach to planning and utilize our Staff and Agency Specialists as required. We continually strive for growth by employing representatives who have the determination and ability to learn and communicate our services to the public. We know that by adhering to this belief and standards that our clients will refer us to those who will benefit from our services as well. Our company's management and staff stand behind our associates in this mission that we all share.

Profile:

Originally founded in 1982 as Congilose & Associates, C & A Financial Group's objective is to provide comprehensive strategic planning and guidance, helping our clients to make informed, sound decisions to achieve the highest level of prosperity with their business and personal assets.

We understand that in today's economic world, you face many financial obstacles and challenges. At C & A Financial Group, our team of financial professionals focuses on our client's complete financial picture to formulate and develop a comprehensive and customized analysis to fulfill their financial objectives and make informed decisions about their future.

We not only implement a customized comprehensive plan that is tailored to your financial success, we also continuously monitor your success on an ongoing basis to ensure your assets are protected and you are successfully working toward a secure future. This approach also allows us to assist our clients in adjusting their strategies to fit their changing financial situation in today's economy.

We take pride in a reputation that transcends numbers. With a staff of some of the most highly trained professionals in this field working toward your success, you have the peace of mind knowing you and your family's financial dreams are secure.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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