Category: Uncategorized

by Sean Guldi, CFP® 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 […]

by Adam Oerther, CFP® No matter your political leanings, paying taxes is a fact of life and an integral part of modern society. However, the federal government recognizes many different tax-advantaged strategies that lower your tax bill when the time to file comes around each year. This article will focus on a few of the […]

PGA Presentation

July 18th, 2017 by B&C Financial Advisors

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 […]

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 Saturday, February 4th, Allan and a table full of friends and colleagues spent the morning on the JU campus listening […]

B&C Financial Advisors is proud to be a sponsor of the 24th Annual River Garden Gala. As a Circle of Friends level sponsor, B&C hosted guests at a table where they enjoyed delicious food and a night of “Pure Imagination.” The night included entertainment from Anita & the Party Life Band and an amazing silent […]