Helping you plan a bright future!
Helping you plan a bright future!
Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Justin began his investment career in April, 2003 as a planner with Palladium Investments. He left Palladium in 2010 and started his sales career as an agent with The Jack Group. He has been at C AND J INVESTMENT GROUP since 2010. In his spare time he goes fishing with his 5 children.
Claribel began her investment career in June, 2000 as a planner with Florida State Investments. She left Florida State in 2005 and became an agent with Broward Group. She’s been a partner at C AND J Investments since 2012. She hikes in her spare time
Jaden began his career in June, 2007 as a broker with Urquhart Investments. He left Urquhart investments in 2010 and started his sales career as an agent with Worker's Group. He’s been at C&J Investment Group since 2018. He rock climbs in his spare time
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
C AND J INVESTMENT GROUP
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