Carolina Financial Services Group

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905B Conference Dr
Greenville, NC 27858
+1 (252) 215-9095
https://www.cfsgroupnc.com

Carolina Financial Services Group, based in Greenville, NC, specializes in providing comprehensive financial planning services aimed at ensuring a secure and enjoyable retirement for its clients. The firm focuses on risk management and creating guaranteed income solutions tailored specifically for pre-retirees and retirees, helping them navigate their financial future with confidence.

As a Registered Investment Advisor, Carolina Financial Services Group offers a range of services, including Lifetime Income Maps for Life, Portfolio Management, Social Security Strategy Sessions, and Tax-Free Retirement planning. Their commitment to individualized client support and adherence to regulatory requirements underscores their dedication to fostering trust and peace of mind in retirement planning.

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Sullivan Shearin & Company
Auditing services, Accounting services, except auditing, Business services, nec, nec

Sullivan Shearin & Company

The accounting firm of Sullivan, Shearin & Company in Greenville, NC, is staffed by attentive, knowledgeable professionals who work hard to generate proper financial plans and accurate tax services. We're small business specialists who provide: New business start-up advising Small business and partnerships Business tax preparation and planning Accounting system designFrom accounting and estate planning, to auditing and data processing, our certified public accountants don't miss a single calculation in order to generate the most profitable results. You can trust in our expertise and our dedication to providing personalized service.Call Sullivan, Shearin & Company today for a consultation.
United States›North Carolina›Greenville›Carolina Financial Services Group

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