Recognitions

Congratulations to Cathie on earning her CFP® designation and to Jordon on being named NYL Investment Products FYC Leader of the Year! These accomplishments reflect their hard work, dedication, and commitment to serving our clients at the highest level. We’re proud to celebrate these well-deserved achievements and the continued excellence they bring to the 1852 Financial Group team!

Jordon - FYC Leader of the Year

Earning the NYL Investment Products FYC Leader of the Year award represents a distinguished level of achievement within New York Life, recognizing exceptional performance in delivering investment solutions to clients. This honor reflects not only a strong command of financial products, but also the ability to build meaningful client relationships and guide individuals toward well-structured, goal-oriented strategies. As a top producer in investment product placement, the recipient demonstrates a high level of professionalism, consistency, and commitment to helping clients align their financial decisions with long-term objectives. Congratulation to our own, Jordon Accetta, on being awarded New York Life’s Investment Products FYC Leader of the Year in 2025!

Cathie - CFP

A CERTIFIED FINANCIAL PLANNER® (CFP®) professional is someone who has met rigorous standards in education, experience, and ethics, and is trained to take a comprehensive approach to financial planning. They don’t just focus on one area, they look at the full picture, including investments, retirement, insurance, taxes, and estate planning. Working with a CFP® you gain personalized guidance that may help you avoid costly mistakes, and keep your financial plan aligned with your goals over time, which could lead to greater clarity, confidence about your future.

1852 Financial Group In Our Community

At 1852 Financial Group LLC, we believe that strong communities are built through meaningful relationships and active involvement. Being engaged in our community allows us to support the individuals, families, and organizations that make our area thrive. We are committed to giving back, participating in local initiatives, and serving as a trusted resource beyond financial planning. Investing in our community is an extension of our mission to help people build stronger, more secure futures.

school sponsor
Josey International Festival
Cathie golf tournament

Top Left: 1852 Financial Group LLC was proud to sponsor a local school's Fun Run fundraiser, supporting students, families, and educators in our community. Events like these bring people together for a great cause while promoting healthy lifestyles and school spirit. We are honored to play a small part in helping local schools create meaningful opportunities and lasting memories for their students.

Top Middle: In February, Cathie and Katie proudly completed the Swamp Rabbit Trail Half Marathon, demonstrating the same dedication, perseverance, and commitment that they bring to their clients every day. Taking on this challenge was not only a personal accomplishment but also a reminder of the value of setting goals, staying disciplined, and celebrating milestones along the way.

Top Right and Bottom: 1852 Financial Group is proud to support the communities we serve through local events and organizations. This year, we were honored to sponsor the St. Anne Catholic Church International Festival in Rock Hill, SC, as well as the 2026 Evan Bass Memorial Classic Golf Tournament in Chester, SC. We are grateful or the opportunity to support events that bring people together, strengthen our local communities, and make a meaningful impact.