Community Financial Group

Community Financial Group 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

legal, accounting, finance, and insurance. Community Financial is able to build on an adjustable, sustainable, and reliable plan to meet your goals.

07/02/2025

Congratulations to John !!! Scholarship winner!

Good night! Good crowd! Lots of people have learned how we can help them save $$$$$ on college.
06/04/2025

Good night! Good crowd! Lots of people have learned how we can help them save $$$$$ on college.

Deciding WHERE you will keep your emergency savings is just as important as doing the saving! 🙌🏼💰 Let us help you make a...
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! 🎓

Did you know that life insurance can be an integral part of your overall financial health and retirement plan? Let us re...
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! ⚫️

Last week, the Federal Reserve started its rate cut campaign with a bang. Swipe for an overview of the first rate cut, m...
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.

09/23/2024

Worried about the market?! Learn about a product that helps you GROW your money, even in these uncertain times!

Happy Labor Day! Today, we celebrate the hard work that leads to a well-deserved retirement. Let’s plan for the future y...
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!

08/06/2024

Call us to find out how to get more of your money into the “Tax Advantaged” bucket! 🪣 💰

Address

Charlotte, NC
28226

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18885869998

Website

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