History
Cona Financial Group has grown from a one person, insurance-based financial services practice to a comprehensive financial planning and wealth management firm with multiple advisors assisting clients with a wide variety of financial planning needs.
Specialties
Cona Financial Group is a comprehensive financial planning and wealth management firm. These are some of the areas we focus on: * Personal financial planning & cash flow management * Retirement planning * Investment advisory services & portfolio management * Life Insurance planning & risk management * Education planning Our clients include people from all walks of life, including: * Traditional & non-traditional families * Newlyweds & new parents * Single parents * Independent women * DINKs -