Webster Financial & Tax Advisory Group

CLC Financial Services, based in Lumberton, NC, is an independent financial services firm dedicated to helping individuals create tailored retirement strategies through a variety of investment and insurance products. With nearly half a century of experience, they prioritize thoughtful planning and meaningful relationships to ensure clients' financial needs and desires are met as they approach retirement. The firm offers a range of services, including asset management, retirement income planning, and insurance solutions, all designed to work together for the benefit of their clients. CLC Financial Services emphasizes a deep understanding of clients' goals and a commitment to providing customized strategies that pave the way for a secure financial future. Generated from the website

Our practice is independent, allowing us to provide objective, unbiased and transparent advice free from the pressure to push proprietary products. Constant research and continuing education keeps Michael abreast of the latest tools/investment vehicles and techniques to help his clients to have b...

Stifel, based in Wilmington, is a full-service brokerage and investment banking firm offering a range of financial services. Their offerings include securities brokerage, investment banking, trading, investment advisory, and related services catered to individual investors, professional money managers, businesses, and municipalities. With a focus on providing comprehensive financial solutions, Stifel serves a diverse client base and is committed to delivering personalized and strategic investment guidance. Their expertise in securities brokerage and investment banking positions them as a trusted partner for clients seeking tailored financial services. Generated from their website's infomation