Client for a Cause: Julie Firestone | The Advocates for Human Rights

The Universal Declaration of Human Rights puts forth that all people are entitled to a life with dignity, justice, freedom, equality and peace. These unalienable rights serve as the basis for many international, national and local laws. Unfortunately in today’s world, there are many human rights violations both in the United States and across the …

Client for a Cause: John & Anne McKenzie | North Florida School of Special Education

For Dr. John and Mrs. Anne McKenzie, helping others is part of their daily lives. John, a retired interventional neuroradiologist, and Anne, a retired special education teacher, have been volunteering with the North Florida School of Special Education (NFSSE) since they moved to Jacksonville 22 years ago. The couple and their two sons have always …

PGA Presentation

This past May, B&C Financial Advisors had the opportunity to speak with PGA professionals from the Northern Chapter of the North Florida Section. B&C CEO Allan Cohen, Wealth Manager Thomas Ellis and Investment Manager Adam Oerther spoke to 35 local golf professionals about the importance of “Choosing Your Financial Caddy.” After covering the basics of …

Safeguarding Clients

At B&C Financial Advisors, protecting our clients from fraudulent activity is one of our top priorities. In today’s world, scammers and cyber thieves seem to lurk around every corner, so we take our clients’ security very seriously. We highly encourage clients to call us or visit our office (if possible) when placing a distribution request …

Dinner at the Jacksonville Zoo and Gardens

This past March, B&C stepped out for a wild night at the Jacksonville Zoo and Gardens! 70 of our clients and friends joined us to see the zoo after dark and enjoy a delicious meal surrounded by nature. The night began at the zoo’s Giraffe Overlook, where guests got to see the gentle giants up …

A Night with B&C at the Theater

This past May, B&C staff gathered with 80 of our clients and friends for a night at Alhambra Theatre to see the Tony and Grammy award-winning musical “DreamGirls.” Our night began with an intimate pre-show reception in the Alhambra’s Library Lounge, complete with drinks and passed hors d’oeuvres. Afterwards, the group enjoyed a delicious meal …

Client for a Cause: Jess Sternthal | Eckerd Community Alternatives

According to the Adoption Exchange Association, there are about 14,000 children in foster care in the state of Florida¹. Working with children and families in the foster care system is not always easy, but many working in the field believe it’s one of the most important causes in the United States today. B&C client Jess …

Client for a Cause: Dr. Peter Scholz | University of North Florida Archaeology Lab

For B&C client Dr. Peter Scholz, retirement has afforded him a chance to explore one of his lifelong passions – archaeology. Born to Swiss parents in New Jersey, Peter returned to Switzerland at 8 years old where he lived until he returned to the U.S. to complete his medical training. After 30 years of active …

Jacksonville University Brunch with Basketball Legends

A morning spent eating a delicious brunch with six NBA legends – what could be better? B&C CEO Allan Cohen was able to enjoy this one-of-a-kind experience thanks to his alma mater, Jacksonville University. On Saturday, February 4th, Allan and a table full of friends and colleagues spent the morning on the JU campus listening …

B&C Welcomes Maisie Grace Guldi!

    April 13th, 2017 by B&C Financial Advisors             This January, the B&C family grew by one! Our Director of Investment Management, Sean Guldi, and his wife Mallory welcomed their daughter, Maisie Grace Guldi on January 28th. This is the couple’s first child, and they are enjoying each moment with …