C & T FINANCIAL SERVICES GROUP, INC.

Overview

C & T Financial Services Group, Inc. operates as a small corporate adviser whose primary role is as a registered representative of a broker‑dealer while providing financial planning services. The firm is owned by an individual and charges fixed fees for its advisory work rather than using asset‑based billing. It does not self‑identify as a multi‑state adviser, is not an active ESG investor, and is not structured as a capital allocator; instead, it relies on third‑party product and manager relationships to deliver solutions to clients. The firm’s business model centers on brokerage distribution and feeed financial planning. That positioning typically means client relationships are driven by product delivery—mutual funds, annuities and third‑party alternative managers—paired with planning advice rather than large in‑house discretionary asset management.

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Location & Offices