Community Financial Group
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Community Financial Group is an independent financial services firm, helping you prepare for & live in retirement. For your retirement, and future needs.
Our planning strategies and insurance solutions provide our clients with guaranteed lifetime income, asset protection, and tax efficiencies. With over thirty years of serving people with their goals, dreams, needs, and plans. Community Financial Group is an approach that is based on honesty, transparency, and overall team work. We work with a levelhead approach by utilizing a team of experts from
07/02/2025
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FREE COLLEGE ADMISSIONS WORKSHOP Join us at Indian Trail Town Hall!
Congratulations to John !!! Scholarship winner!
06/04/2025
Good night! Good crowd! Lots of people have learned how we can help them save $$$$$ on college.
09/30/2024
Deciding WHERE you will keep your emergency savings is just as important as doing the saving! 🙌🏼💰 Let us help you make a plan to maximize your efforts!
09/30/2024
🎓 Let us help you make the MOST VALUABLE decision when it comes to a college major and your future career! 🎓
09/30/2024
Want to see how your money can grow over time? Check out the Investor.gov compound interest calculator!
https://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator
09/27/2024
Did you know that life insurance can be an integral part of your overall financial health and retirement plan? Let us review your current policies and make sure that you are on track! ⚫️
09/25/2024
Last week, the Federal Reserve started its rate cut campaign with a bang. Swipe for an overview of the first rate cut, market reaction, and more.
And as always, reach out with any questions or needs. We are here to help.
Worried about the market?! Learn about a product that helps you GROW your money, even in these uncertain times!
09/02/2024
Happy Labor Day! Today, we celebrate the hard work that leads to a well-deserved retirement. Let’s plan for the future you deserve. Enjoy your day off!
Call us to find out how to get more of your money into the “Tax Advantaged” bucket! 🪣 💰
Click here to claim your Sponsored Listing.
Category
Telephone
Address
Charlotte, NC
28226
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |