Cato, Cathryn Agt

CM Financial Group, LLC is a trusted financial services firm based in Charleston, SC. They are dedicated to helping their clients prepare for both the best and worst-case scenarios in life, ensuring peace of mind and security. With a focus on identifying goals, educating clients on their options, and creating efficient strategies, CM Financial Group helps individuals and businesses accumulate wealth, mitigate risk, and plan for a comfortable retirement. Their team of experienced professionals offers a range of services including insurance and risk solutions, investments and retirement planning, and business solutions. As an affiliate of New York Life Insurance Company, CM Financial Group benefits from the support of one of the largest mutual life insurance companies in the United States. With access to the Advanced Planning Group, which provides expertise in estate, business, and life insurance planning, CM Financial Group can offer valuable insights and guidance to clients across all 50 states. Committed to maintaining the highest standards, CM Financial Group holds the highest financial strength ratings from major credit rating agencies, ensuring the utmost reliability and credibility in their services.Generated from the website

As your local New York Life agent, I offer financial guidance and insurance services from a Fortune 100 company with more than 175 years of experience protecting lives. With our proven process and trusted solutions, I can help you protect and prepare for the future. Any testimonials are based on individual experience and not a guarantee of future performance or success.

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations