Charlotte Financial Group


Financial services firm located in Charlotte, NC

2101 Rexford Road
Suite 150E
Charlotte
NC
28211

Tel: 704-362-6787
Web: http://www.charlottefinancial.com
Email: info@charlottefinancial.com

35.158593
-80.832149

Accurate to within approximately 300 feet. Click here to see a larger map

Charlotte Financial Group

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.

Categories: investments, financial planners

Opening Hours

Monday: 08:00 to 17:00
Tuesday: 08:00 to 17:00
Wednesday: 08:00 to 17:00
Thursday: 08:00 to 17:00
Friday: 08:00 to 17:00
Saturday: Closed
Sunday: Closed
Sat-Sun: By Appointment

More information

Services include: Investments, Financial Planning, Insurance


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Charlotte Financial Group