Blog

Mission House Coat Drive

As the holidays and colder weather rapidly approach, B&C Financial Advisors has decided to collect coats and other winter items again for Mission House, Inc., a local non-profit organization serving the homeless in the Jacksonville area. Thanks to the generosity of our clients and friends last year, we were able to make a sizable donation …

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B&C Goes Golfing with NFJG

Over the summer, B&C sponsored two junior golf tournaments put on by the North Florida Junior Golf (NFJG) Foundation. The first was the Jax Beach Junior Open on June 18th at Jax Beach Golf Club, and the other was the NFJG Tour Pro-Junior on June 26th at The Golf Club of South Hampton. B&C has …

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The Importance of Titling Your Investment Accounts

by Sean Guldi, CFP® Planning for one’s inevitable death is something few (if any) people look forward to. In some cases, people scramble to get things in order when receiving the terrible news of a terminal cancer diagnosis. In other cases, people may have a plan that is several decades old and may or may …

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B&C at News4JAX’s Wise Money Week

On Wednesday, May 16th, Investment Manager Adam Oerther answered phone calls for News4JAX’s Wise Money Week, which is a week filled “with activities and events celebrating the importance of good money management and providing financial education designed to help us all become wiser about money.” Adam fielded questions from callers regarding a variety of personal …

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B&C Welcomes Ryan Allan Glucksman!

We are happy to announce that there is a new addition to the B&C family! CEO & President Allan Cohen, CFP®, and his family are thrilled that their daughter Crista, her husband Rob, and their son Jacob have added another happy and healthy baby to their family. Al and his wife Kathy welcomed their fourth …

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