C & T Financial Services Group, Inc.

Overview

C & T Financial Services Group, Inc. is a corporate entity operated by an individual owner that functions primarily as a registered representative of a broker-dealer and as a provider of fee-based financial planning. The firm charges fixed fees for advisory work rather than operating as a traditional discretionary asset manager or capital allocator. It is not designated as a multi-state adviser, does not identify as an active ESG investor, and does not serve as a pension consultant. Industry affiliations list the firm as tied to both broker-dealer activity and other investment-adviser roles, indicating a hybrid practice focused on planning and brokerage distribution rather than pooled-fund management.

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Location & Offices