I partner with small business, families and individuals by providing customized solutions to your individual situation and goals. I am passionate about providing investment and protection options to my clients for when the unexpected does happen, Life changes and we have to be able to adapt. I take a holistic approach to investments. This holistic approach protects you from excessive risk by takin
g a long-term view based on opportunities of market cycles rather than short-term volatility. This incorporates protection such as life insurance, investments and long-term care as well as protecting your legacy. I have the following FINRA license: Series 6, 7, and 63. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to retirement, college planning, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. C & C Financial Services
1007 East Watauga Ave
Johnson City, TN 37615
423-220-0811
[email protected]
Neither C & C Financial Services LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. C & C Financial Services LLC is not owned or operated by New York Life Insurance Company or its affiliates.
