C & T Group Investment Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 1732 Jefferson St #11, Napa, CA 94559
- Phone
- (707) 259-5335
- Website
- candtgroup.com
- County
- Napa County
About
Based in Napa, C & T Group Investment Management offers financial planning services for clients across Napa County. We help individuals and families look at the big picture of their finances and build a plan that fits their goals.
Our work centers on investment management, so each client's portfolio is shaped around their own priorities and comfort with risk. We take the time to understand where clients are today and where they want to be, then explain our recommendations in plain terms.
Whether you are planning for retirement or managing wealth you already have, we are glad to talk through your options.
Visit our website to learn more about us and get in touch.
Our work centers on investment management, so each client's portfolio is shaped around their own priorities and comfort with risk. We take the time to understand where clients are today and where they want to be, then explain our recommendations in plain terms.
Whether you are planning for retirement or managing wealth you already have, we are glad to talk through your options.
Visit our website to learn more about us and get in touch.