B&c Financial Advisors
We are B&C Financial Advisors, a registered investment advisory firm, managing assets for individuals, corporations, and trusts. Our portfolio managers have over 75 years of combined experience in the financial industry. Our firm constructs portfolios consisting of both stocks and bonds with an emphasis on preservation of capital, as well as providing consultations for financial and estate planning. Our goal is to earn your trust and confidence in our ability to satisfy your financial needs for many years to come. We welcome the opportunity to work with you to accomplish your financial goals.
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Verified contacts
10
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
125
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- JB
Jacqueline Bos
Compliance Officer · Legal
EmailPhone - SG
Sean Guldi
Chief Investment Officer · Finance & Accounting
EmailPhone - TE
Thomas Ellis
Executive Vice President · General Business & Management
EmailPhone - JB
Jonathan Bottaro
Investment Manager · Finance & Accounting
EmailPhone - JB
Jonathan Bottaro
Investment Manager · Finance & Accounting
EmailPhone - RP
Robin Phillips
Client Relationship Manager · Customer/Client Service
EmailPhone - CH
Caitlin Howard
Client Service Manager Marketing Coordinator · Customer/Client Service
EmailPhone - AO
Adam Oerther
B & C Financial Advisors · Other
EmailPhone - AN
Ansley N.
Assistant Investment Manager · Other
EmailPhone
Showing 9 of 10 verified contacts
Top roles at B&c Financial Advisors
9 distinct titles indexed · top 9 shown.
- 2investment manager
- 1assistant investment manager
- 1b & c financial advisors
- 1business development manager
- 1chief investment officer
- 1client relationship manager
- 1client service manager marketing coordinator
- 1compliance officer
- 1executive vice president
Sign up to unlock all 10 contacts at B&c Financial Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 10 verified contacts at B&c Financial Advisors
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