C Squared Wealth Strategies

Closed
Call
Website

Photos

2607 Dauphin St Ste A
Mobile, AL 36606
+1 (251) 706-1451
http://www.c2wealth.com

C Squared Wealth Strategies, also known as C2 Wealth Strategies, is an independent financial services firm based in Mobile, AL, dedicated to helping clients create and sustain wealth through a comprehensive range of financial planning, risk management, investment management, and tax strategies. Established in 2009 by Wes and Gini, the firm emphasizes building long-term personal relationships and delivering tailored financial advice, ensuring clients feel like family every step of the way.

With a commitment to integrity and impact, C2 Wealth Strategies adopts a collaborative, team-based approach to financial planning, catering to clients of varying needs and backgrounds without minimum requirements. Their goal-oriented philosophy centers on simplifying complex financial situations, while maintaining a focus on protecting client interests and growing their wealth for future success.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Services, nec, nec, Business services, nec, nec, Financial consultant

Ameriprise Financial

Atria Wealth Solutions, a prominent financial services provider, operates through various subsidiaries that offer investment products, services, and advice via registered broker-dealers and investment advisers. The firm emphasizes collaboration and innovation within the financial industry, serving as a resource for independent financial professionals. With multiple affiliated entities, including Cadaret Grant and SCF Securities, Atria aims to enhance client experiences by leveraging technology and personalized financial strategies. The company is committed to maintaining high standards of service and compliance in the financial landscape. Generated from the website
Certified public accountant, Financial consultant, Computer hardware requirements analysis

Saltmarsh Cleaveland & Gund

Since its inception in 1944, Saltmarsh, Cleaveland & Gund has been serving clients throughout the Southeast. The firm offers an array of services, such as audit/assurance, bank consulting, business accounting/advisory, business valuation, financial planning, flexible spending plans, franchise accounting/management solutions, human resource consulting, litigation support, information technology, retirement plans, QuickBooks and nonprofit accounting/consulting. Located in Pensacola, Fla., Saltmarsh, Cleaveland & Gund serves the community banks, franchises, health care, nonprofit organizations, real estate and construction/development companies.
Financial consultant, Stock exchanges

Wendy Markey - Raymond James

The Stewart Markey Group, located in Gulf Breeze, FL, is a highly experienced financial services company that offers personalized solutions and guidance to help clients achieve their financial goals. With a pragmatic approach to wealth management, they provide unique solutions for business owners, endowments, foundations, families, healthcare professionals, retirees, and women investors. Backed by the expertise and resources of Raymond James, one of the largest independent financial services companies in the country, the Stewart Markey Group is committed to delivering strategic solutions and applying their knowledge effectively to help clients navigate through challenging times and make the most of investment opportunities.Generated from the website
United States›Alabama›Mobile›C Squared Wealth Strategies

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.