Jacksonville’s Longest Table

by Adam Oerther, CFP® On November 15th, Investment Manager Adam Oerther volunteered at Jacksonville’s Longest Table event, presented by JAX Chamber. From the event’s Facebook page: “The Longest Table is a shared meal at one table that stretches more than 600 feet along Independent Drive to foster conversation and build relationships across economic, racial, religious …

B&C TopGolf Event

This past November, B&C employees and significant others gathered together at TopGolf Jacksonville to celebrate another great year of serving our clients’ financial needs. A night of delicious food, camaraderie, and most importantly, golf, served as the perfect way to end a busy year. Investment Manager Adam Oerther walked away with the trophy for top …

B&C Client for a Cause: Diana Crimi & Second Chance Dogs

Giving stray and mistreated dogs a second chance has been a lifelong passion of B&C client Diana Crimi. When she was five years old, her family adopted a rescue dog and her father’s love of dogs is a legacy that Diana carries on. She rescued dogs while attending Florida State University and Jacksonville University, and …

Recovering from Hurricane Season

We hope everyone has weathered Hurricane Irma and made it through with minimal impact. As you evaluate any damage you may have, please keep in mind the following: – Make sure to document everything via pictures/video, prepare a list of all contents of your home that were damaged. – Notify your insurance company as soon …

Take B&C Out to the Ballgame!

This August, Jacksonville’s hottest sports team played host to B&C Financial Advisors! Our staff and guests enjoyed watching the Jacksonville Jumbo Shrimp play the Birmingham Barons from a Sky Deck at the Baseball Grounds of Jacksonville. From a delicious buffet dinner to a beautiful fireworks display, we had a great night at the ballpark. To …

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 …