Semmax Financial Group, Inc.
Financial Advising
Why pick this one
Semmax Financial Group, founded in 2003 in North Carolina, provides team-based retirement planning, wealth management, and retirement income strategies.
Best for
- People preparing for retirement
- Retirees seeking structured income strategies
- Clients evaluating annuities
- Families planning a legacy or charitable transfer
- High-net-worth individuals with $3 million or more in net worth
- Qualified investors seeking alternative investments beyond public markets
Look elsewhere if
- People seeking services unrelated to retirement, wealth, tax, legacy, or alternative-investment planning
- People needing emergency or immediate-response financial services
Specialties
- Retirement income strategies
- Annuity planning and education
- Legacy planning
- High-net-worth financial planning for clients with $3 million or more in net worth
- Alternative investments and private markets access
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Registered Financial Consultant®
What makes them different
- Founded in 2003 in North Carolina
- Team-based advisory model involving multiple CFP® professionals
- Independent financial advisory firm offering a range of products, services, and approaches
- Ongoing monitoring and adjustments to keep financial plans aligned with changing circumstances
- Coordinates financial, tax, and legal considerations for high-net-worth clients with permission
Distilled from this business's own website.
Contact & Location
- Address
- 1447 Trademart Blvd, Winston Salem, NC 27127-5645
- Phone
- 3368560080
- Website
- https://semmax.com
- communications@semmax.com
Services
- Retirement planning
- Annuities
- Wealth management
- Retirement income planning
- Legacy planning
- High-net-worth financial planning
- Alternative investments