Charlotte Financial Group
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Claim This BusinessNavy Federal Credit Union
Serving the Charlotte area.
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- Phone:
Main - 704-362-6787
- Address:
- 2101 Rexfrod Rd. suite 150E Charlotte, NC 28211
- Link:
- Category
- Banks
General Info
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.