The advisors at Cona Financial Group provides comprehensive financial planning and investment management services to a wide range of clients. Because of the way that we’ve structured our firm, we have the ability to service clients from all walks of life. Our team works with individuals & families, retirees & those getting close to retirement, professionals, entrepreneurs, business owners, and almost anyone who has the desire to take charge of their financial plans.
Cona Financial Group consists of two separate entities. Cona Insurance & Financial Services provides our clients with access to life, health, disability and LTC insurance products as well as a variety of annuity vehicles for retirement planning. Cona Investment Advisors, LLC is our registered investment advisory firm, providing fee-only investment management and financial planning services. Together, our financial planners and investment advisors provide our clients with a comprehensive and unparalleled level of service.
(The company name “Cona” came about by combining the names of founding principal Richard Eddy’s yellow Labrador Retriever Cora with the name of his chocolate lab, Nina. You can often find Cora at the La Verne, CA office, “guarding” the door. Sadly, we lost Nina in 2008 in an automobile accident. We still miss her everyday.)