Cona Financial Group

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2120 Foothill Blvd Ste 203
La Verne, CA 91750
+1 (877) 883-3561
http://www.conafg.com

History

Cona Financial Group has grown from a one person, insurance-based financial services practice to a comprehensive financial planning and wealth management firm with multiple advisors assisting clients with a wide variety of financial planning needs.

Specialties

Cona Financial Group is a comprehensive financial planning and wealth management firm. These are some of the areas we focus on: * Personal financial planning & cash flow management * Retirement planning * Investment advisory services & portfolio management * Life Insurance planning & risk management * Education planning Our clients include people from all walks of life, including: * Traditional & non-traditional families * Newlyweds & new parents * Single parents * Independent women * DINKs -

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Reviews

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5.01 reviews
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Breanne D.
10/8/2014

Who wants to talk life insurance and investments!!?? Not me, but with a baby on the way I knew I had to start something. My husband and I were referred to Cona from a trusted friend. We met with...

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