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Capital Management Group of the Carolinas, Inc.

113 N. Center Street, Suite 300
Statesville, NC 28677
Phone:
  • 704-878-6677 Toll free: 1-800-280-6677
Fax:
  • 704-878-0088

Flipbooks

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Calculators

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Contact Us

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Investment Advisory, Brokerage and Financial Planning Services

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Complimentary Financial Review

Financial Planning isn't just about dollars and cents.  It's about the role money plays in our lives, the history we have with money and reshaping our view of its purpose as a means, not the end.  For a no obligation Complimentary Financial Review please contact us at 704-878-6677 or email William Morgan at wmorgan@mycmg.net

Capital Management Group of the Carolinas offers its clients a full range of financial products and services. We believe that tax planning, retirement planning and estate conservation should be top priorities for individuals and families of all ages and all income ranges. Because many people regard financial planning as complex and confusing, they may miss out on many potentially rewarding financial opportunities. Our goal is to take the mystery out of investing, managing risk, preparing for retirement and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.

If you are interested in finding out how prepared you are for retirement, click HERE, to find out how much your retirement will cost.  It's a free caluclator!

 

       YOU SERVED US.  NOW WE WILL SERVE YOU. 

Whether you are active-duty or retired military, guard/reserve, transitioning to civilian life, a veteran or family member Capital Management Group of the Carolina's Inc. stands ready to assist you with financial guidance at no charge.  It's the least we can do for you, thank you for all you do for us.  Call for your appointment today!

 

Don't forget to listen to William Monday through Friday at 7:50am on Country Legends 550/92.9 for his morning financial update "Right on the Money."   Click on the Country Legends Logo below to listen to William's latest show!

 

 

 

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Securities and Investment Advisory Serivces Offered Through H. Beck, Inc., Member FINRA and SIPC. 6600 Rockledge Drive, 6th Floor Bethesda, MD 20817-1806. Capital Management Group and H. Beck, Inc. are not affliliated.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck