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B&C Financial Advisors

EST. AUM
$546,222,099

CONTACTS
6

CLIENT ACCOUNTS
1,257

Firm Details

Metro area Jacksonville
CRD Number 110295
Website bandcfinancial.com
Client types

Overview

B&C Financial Advisors is a registered investment advisory firm providing asset management services for individuals, corporations, and trusts. The firm designs stock and bond portfolios with an emphasis on capital preservation and offers consultations on financial and estate planning. Its portfolio managers bring over 75 years of combined experience to delivering tailored financial solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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