C & T Group Investment Management 1732 Jefferson Street, Napa, CA 94559
About the Business
C & T Group Investment Management is a finance institution located at 1732 Jefferson Street in Napa, California, United States. As Investment Adviser Representatives with LPL Financial, we specialize in helping clients define their long-term investment objectives and create personalized portfolios to achieve them. Our team understands the importance of getting to know each client's financial needs, goals, and lifestyle in order to provide tailored financial advice.
Our office was established to offer ongoing professional advice to investors, guiding them towards their individual investment objectives. We provide objective financial advice on a fee basis, allowing us to adjust investment portfolios without requiring clients to pay commissions. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor.
The LPL Financial Registered Representatives associated with our institution may only discuss and transact securities business with residents of certain states, including CA, FL, GA, HI, LA, MN, NV, and WA. We encourage clients to check the background of our investment professionals for peace of mind. Contact us today to learn more about how we can help you build wealth through successful investing.
Location & Phone number
1732 Jefferson St #11, Napa, CA 94559, United States
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