Tax Loss Carryforwards
This time of year, most everyone is busy preparing and filing their tax returns. While this is a painful process for some people, B&C Financial…
B&C Financial Advisors Celebrates 21 Years
This March, B&C Financial Advisors celebrated its 21st anniversary with a delicious Italian lunch from Poppy’s Italiano and dessert from Flippin’ Good Cookies. It was a…
JU Global Citizen Award
This past February, Jacksonville University President Tim Cost honored filmmaker Ken Burns with the second annual Global Citizen Award. This award is presented to “an…
JU Order of the Dolphin
The Order of the Dolphin was started by Jacksonville University in 1976 to honor individuals and organizations who give $1,000+ to JU in a calendar…
Leukemia & Lymphoma Society Honor
Our very own Chief Compliance Officer Jacque Bos was acknowledged as a Bright Lights Club Member at the Leukemia & Lymphoma Society’s 2015 Annual Volunteer…
Adam Oerther, CERTIFIED FINANCIAL PLANNER™
B&C Financial Advisors would like to congratulate Investment Manager Adam Oerther on becoming a CERTIFIED FINANCIAL PLANNER™. Adam has been working towards this goal for…
Join Thomas Ellis and B&C Financial Advisors for a Day of Golf
Thomas Ellis is an Accredited Wealth Management Advisor (AMWA®) at B&C Financial Advisors. With 19 years of experience in the investment industry, Thomas is passionate…
Social Security Seminar
On January 21st, a collaborative effort was made by John Murphy of B&C Financial Advisors and George Koury of George Koury & Associates to help…
Don’t Miss Our Social Security Seminar
A BIG change just happened with Social Security and no one said a thing. Will you turn 66 on or before May 1, 2016? If…
Tapping Into Big Data? No Big Deal
Written by Grace L. Williams. “We are moving toward a fully paperless model,” says John Murphy, Chief Financial Officer of Ponte Vedra Beach, Fla.-based B&C Financial…
17TH ANNUAL HOLIDAY PARTY WAS A SUCCESS!
Every year, we like to show our appreciation to clients, friends and family by hosting a holiday party at the B&C office. This year was…
23rd Annual River Garden Gala
B&C Financial Advisors participated in a table sponsorship at the 23rd Annual River Garden Gala held at the Sawgrass Marriott on Saturday, November 21. This…
End of content
End of content