# C & C Financial Services

C & C Financial Services is a Bank / Wealth / Trust based in Great Neck, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Great Neck, United States
- **Region:** North America
- **Address:** Great Neck, NY, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** ccfs.ro
- **LinkedIn:** linkedin.com/company/c&c-financial-services

## Regulatory record

- **Reports private funds:** No

## About

C & C Financial Services maintains a practice in Great Neck, New York, focused on delivering financial planning and investment management to individuals and families. The firm's founding date and principals are not publicly documented in a manner that supports a detailed institutional profile. Its origins appear rooted in the classic registered investment advisor model serving the greater New York metropolitan area. As a small to midsize advisory practice, it does not operate commingled funds or direct co-investment vehicles that are visible to outside allocators. The geographic footprint appears concentrated in the Long Island and New York City regions. Team size and total assets under management remain undisclosed. No adjacent vehicles — such as philanthropic foundations, real-asset arms, or club memberships — are documented in the public record. Without published regulatory filings or a public website, the operational scale cannot be independently confirmed. C & C Financial Services occupies a structural position common to privately held RIAs: a compact, fiduciary-driven advisory shop whose competitive edge rests on long-term client relationships and local reputation. The absence of institutional-scale infrastructure makes it distinct from aggregator platforms or multi-family offices that dominate the wealth management headlines, yet it represents the enduring backbone of the independent advisory industry.

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Last updated: 2026-08-11T02:43:31.692Z

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