Charlotte Financial Group
Financial ServicesInvestment serviceFinancial Planner

Charlotte Financial Group

Charlotte, North Carolina

Address2101 Rexford Road Suite 150E, Charlotte, North Carolina, 28211Get directions

Description

Charlotte Financial Group is a team of caring financial professionals who advocate for clients using a wealth of knowledge and over 50 years of experience. We educate families and business owners of innovative, personalized strategies to build trusting and long-term relationships. By using extensive fact-finding and dreams based strategies, CFG looks to impact communities by helping clients think differently about their money in the areas of wealth preservation/distribution, wealth accumulation, and risk management.

Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

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