A Personal Solution to a National Problem
It is no secret that college students today are graduating with unprecedented levels of student loan debt. According to Forbes, the total student loan debt…
It is no secret that college students today are graduating with unprecedented levels of student loan debt. According to Forbes, the total student loan debt…
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…
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…
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…
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…
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…
by Sean Guldi, CFP® According to the Pew Research Center, over the next 15 years roughly 10,000 Baby Boomers turn age 65 every day. This…
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…
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…
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…
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…
There is a new face in the Investment Department! Please join us in welcoming Jessica Schmidt as an Assistant Investment Manager. Jessica Schmidt joined the…
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