Phone: 415.480.3669
Email: Nicholas@ncfinancialgroup.com
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NC Financial Group
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    • Founder - Nicholas Casagrande
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NC Financial Group

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Client Meeting Docs

  • Wealth Management Client Meeting Agenda  
  • NCFG Monthly Budget Projection Sheet 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

NC Financial Group 2025 awarded Gold in categories Accounting Firm, Financial Advisor (won prior in 2024), and Tax Prep. The Best of Lake and Mendocino presented by Bicoastal Media is a vote-based contest for individuals and businesses that serve Lake County, CA, and Mendocino County, CA. Nominations are provided by the community and after the nomination period is completed, the names of nominated businesses in each of the categories are finalized and make up the official Best of Lake and Mendocino voting ballot. The audience can then vote on one choice in each category. Voters are allowed to nominate without limits and once the voting period has begun, one vote per category per 24-hour period is allowed. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

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