CM Financial Group, LLC

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.

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