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Discovering Responsible Wealth
Frank Congilose
153 episodes
1 month ago
With the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at BlackRock, reflect on recent market volatility and share insights to help investors stay confident and focused as they plan for the rest of the year. Recorded: April 16, 2025 C&A Financial Group is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Pa...
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Health & Fitness
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All content for Discovering Responsible Wealth is the property of Frank Congilose and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
With the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at BlackRock, reflect on recent market volatility and share insights to help investors stay confident and focused as they plan for the rest of the year. Recorded: April 16, 2025 C&A Financial Group is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Pa...
Show more...
Health & Fitness
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Master the Art of Saving: Your Key to a Secure Retirement
Discovering Responsible Wealth
48 minutes
1 year ago
Master the Art of Saving: Your Key to a Secure Retirement
On this episode, C&A Financial Group Managing Partner and CEO Frank Congilose, hosts special guest and advisor, Brian Cunniff who shows us a unique process around savings that can lead to a secure retirement. Disclosures: The following show is for informational purposes only. Individual situations may vary and the information should be relied upon only when coordinated with individual professional advice. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PA...
Discovering Responsible Wealth
With the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at BlackRock, reflect on recent market volatility and share insights to help investors stay confident and focused as they plan for the rest of the year. Recorded: April 16, 2025 C&A Financial Group is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Pa...