C G Financial Service

CG Financial Services in Charlotte, NC offers personalized financial planning services for individuals and businesses, with a focus on adaptive financial planning to help clients achieve their evolving goals. With over $3.1 billion in assets under management and a team of 74 fiduciary advisors, they provide expert, independent, and accredited advice to guide clients through life's financial changes. The firm's comprehensive services include retirement and lifestyle planning, minimizing tax impact, ensuring legacies, and business financial services such as retirement plans, executive benefits, and business insurance. CG Financial Services prides itself on serving clients' best interests, offering a range of strategies to help individuals and business owners grow and protect their wealth while attracting and retaining employees.Generated from the website

Greenway Wealth Advisors, LLC is a fee-only fiduciary advisory firm based in Charlotte, NC, dedicated to prioritizing clients and fostering lasting partnerships grounded in trust, transparency, and generosity. Their team focuses on delivering clear and actionable financial advice to help clients navigate their financial journeys and achieve financial independence. Committed to a collaborative approach, Greenway Wealth Advisors offers a structured process that begins with an introductory call and continues with personalized discovery meetings aimed at understanding clients' unique needs. The firm values creativity, humility, adventure, and generosity, striving to inspire both clients and team members alike. Generated from the website