Capital Management Group of the Carolinas, Inc.
Bank Credit Union
Why pick this one
Capital Management Group of the Carolinas, Inc. has been in business for nearly 40 years, offering personalized financial strategies.
Best for
- first-time investors
- retirement planning
- financial education for women
- small business owners
Look elsewhere if
- budget-sensitive financial planning
- individuals seeking quick returns
Specialties
- retirement strategies
- portfolio management
- debt management
- estate planning strategy
- financial education
Certifications
- International Association of Registered Financial Consultants
- Financial Planning Association
- National Association of Philanthropic Planners
- National Ethics Bureau
What makes them different
- CEO William P. Morgan, Jr. has been with the company since 1990
- tailored financial strategies to individual needs
- complimentary introductory call offered
- focus on long-term relationships and communication
- Years in business
- approaching 40 years
- Serves
- Statesville, Charlotte, Mooresville
Distilled from this business's own website.
Contact & Location
- Address
- 113 N Center St Ste 300, Statesville, NC 28677
- Phone
- 7048786677
- Website
- http://www.mycmg.net/
- wmorgan@mycmg.net
Services
- financial advising
- investment management
- risk management
- insurance planning