C & C FINANCIAL SERVICES, INC.

GREAT NECK, New York·2 registered advisors·CRD# 106752
SEC# 801-470620516-482-3260
01

Firm Overview

AUM
$56M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at C & C FINANCIAL SERVICES, INC.

2 registered advisors
Joseph Milazzo
GREAT NECK, New York
Richard J. Birnbach
GREAT NECK, New York
05

Office Locations

GREAT NECK, New York
2 advisors

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Data sourced from SEC Form ADV filings. C & C FINANCIAL SERVICES, INC. (CRD# 106752) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.