C&D Wealth Advisors is a reputable fee-only registered investment advisor that provides comprehensive financial planning and investment advice to individuals, corporate pension and profit-sharing accounts, foundations, charitable organizations, and non-profits. Our expert guidance helps clients achieve their financial goals, whether it's retirement savings, college savings, charitable donations, or leaving a legacy. With a focus on fiduciary standards, we work with each client to develop a personalized financial plan, integrating investments, retirement savings, college savings, estate planning, and potential insurance needs. Our team of professionals takes the time to understand each client's unique situation and provides guidance on portfolio structuring, cost reduction, and performance improvement.
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