We are B&C Financial AdvisorsAnd We Do Things Differently.
This website is designed to serve, educate and provide you with information and resources to help you make the best financial decisions for your future. What you won’t find are long lists of various financial instruments with complex commissions. Here you will acquire a thorough understanding of our innovative and unique investment style. You’ll meet the B&C Financial Advisors team who will give you an overview of our services and fees. But perhaps best of all, you’ll gain knowledge that will deliver peace of mind by helping you make better decisions to secure your financial future and invest in a good night’s sleep.
Pershing LLC (a wholly owned subsidiary of Bank of New York Mellon Corporation) is our-third party custodian who will hold your assets in a fully insured brokerage account.
InvestIn a Good Night's Sleep
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 …
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 whe…
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 S…