C3 Advisory: Detailed Company Information & Corporate Profile

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Summary

C3 Advisory was founded in 2016 and is headquartered in Pittsford, New York. The company employs between ten and fifty professionals and reports annual revenues ranging from one million to ten million dollars.

C3 Advisory operates within the bookkeeping sector, specializing in advisory services, virtual chief financial officer (VCFO) support, comprehensive financial planning, and certified public accountant (CPA) functions. These capabilities enable the firm to provide tailored fiscal guidance to its client base.

The leadership core features CEO Garrett Wagner, Client Relationship Manager Amy Burgett, Administrative Assistant Elena Ivochkina, Board Member Jack Kelley, and Tax Accountant Daniel Bickel. Their combined expertise supports C3 Advisory’s service delivery and client relationships.

C3 Advisory Websitec3advisory.net
Phone Number585-385-1790
Industries
C3 Advisory Headquarters Address121 Sullys Trail, Pittsford, New York, 14534 US
Company Size10-50 employees
Specialities & ServicesAdvisor, VCFO, Financial Planning, CPA
Founded2016
Estimated Annual Revenue$1 - 10M
Updated:2026-09-24

Workforce Turnover

Length of Employment

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C3 Advisory's workforce includes employees across a wide range of tenure levels.

33% have been with the company for 1 to 2 years33% have been with the company for 5 to 7 years33% have been with the company for 8 to 10 years
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Amy Burgett
Amy BurgettClient Relationship Manager
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Elena Ivochkina
Elena IvochkinaAdministative Assistant
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Jack Kelley
Jack KelleyBoard Member
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Daniel Bickel
Daniel BickelTax Accountant
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C3 Advisory Corporate Information: FAQ

C3 Advisory operates in the Bookkeeping industries. More details can be found on the official website: c3advisory.net.
C3 Advisory has offices located in Pittsford, US.
The headquarters of C3 Advisory are located in Pittsford, United States.
You can contact C3 Advisory by phone at 585-385-1790.
C3 Advisory currently employs 10-50 people.

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