At C&A Financial Group, our mission is clear; we are committed to providing you with the best opportunity to enjoy life, build wealth, and leave a legacy™. Building and protecting wealth is a common goal we all share, but actually accomplishing it can be challenging.  Our uncommon approach for helping you accumulate wealth focuses on three factors: saving money, investing it well, and utilizing it over a lifetime.  At the same time we work with you to help protect your assets from unfriendly creditors and unexpected life events. We believe that our clients come first and provide them with the same advice and service we would render for our own families or ourselves. Life’s journey through marriage, career, parenthood, building a business and into retirement can be easier with a coach guiding you. 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, so that you may accomplish your financial dreams.

C&A Financial is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 2111 Route 34 South Wall, NJ 07719, ph# 732.528.4800. PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2018-60138 Exp 5/20

Insurance

C&A FINANCIAL GROUP

Frank Congilose

Mike Castellano

Clf Kate Congilose

The Finance and Client Relations team at C&A Financial Group is dedicated to managing client portfolios, providing personalized financial advice, and maintaining strong relationships. This team includes financial associates, registered representatives, and client relations professionals who work collaboratively to craft tailored investment strategies, safeguard assets, and ensure exceptional client service throughout their financial journey.

Finance and Client Relations

This department focuses on analyzing and optimizing cash flow strategies to ensure financial stability and sustainability.

Cash Flow Management

This department focuses on managing and nurturing relationships with clients to enhance satisfaction and loyalty.

Client Relations

This department oversees strategic marketing initiatives and guides the overall marketing direction for the organization.

Marketing Leadership

This department manages financial strategies and oversees client accounts to ensure effective financial operations and customer satisfaction.

Finance and Account Management

This department handles financial planning, analysis, and reporting to support organizational budgeting and investment decisions.

C&A FINANCIAL GROUP

Org chart

Teams

Finance and Client Relations

Cash Flow Management

Client Relations

Marketing Leadership

Finance and Account Management

Finance Department

Offices

C&A FINANCIAL GROUP

Org chart

Teams

Finance and Client Relations

Cash Flow Management

Client Relations

Marketing Leadership

Finance and Account Management

Finance Department

Offices

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