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C&A Financial Group

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area North Jersey
CRD Number
Website ca-strategy.com
Client types

Overview

C&A Financial Group is a New Jersey-based financial services firm that emphasizes a process-based strategy rather than a product-based approach. The firm positions itself as a "macro-manager," acting as holistic strategists to evaluate a client’s entire financial picture. Their primary mission is to help clients build wealth and leave a legacy without sacrificing their current lifestyle, transitioning them from being consumers of financial products to owners of their financial future.

Platform Details

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Alternative Activity

Address

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

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