Carolina Financial Services Group

Carolina Financial Services Group is a financial consultant in Greenville, NC, located at 905-B Conference Drive. The firm provides asset management and retirement planning services to clients in Greenville, eastern North Carolina, and nationally. It holds a 3.00 rating based on 2 reviews.

For more than 30 years, Carolina Financial Services Group has helped people plan for a retirement that attains goals while working to protect assets and minimize taxes and other expenses associated with retirement. As a Registered Investment Advisor (RIA), the business offers customized portfolio management using a rules-based investment process and risk management strategies designed to protect accounts against large market declines. Services include helping clients determine retirement income needs, deciding when to collect Social Security benefits, choosing Medicare benefit plans, and budgeting for long-term care expenses. The firm also assists with managing 401(k) and IRA accounts during the transition from work life to retirement.

President Michael Owens has served as a financial advisor and licensed insurance agent since 1992. He is a Certified Financial Fiduciary and a Chartered Retirement Plans Specialist. The firm utilizes financial tools to help clients identify potential retirement risks and establish personalized strategies for income and asset management. The team helps clients create reliable retirement income and remove risks from their retirement table to provide certainty and peace of mind.

Carolina Financial Services Group provides retirement planning and asset management services for clients in Greenville, NC.

BizScoreAI awards Carolina Financial Services Group a Technical score of 96 out of 100, ensuring the website is secure and readable by search engines without errors. The firm also achieves a Discoverability score of 88 out of 100, which allows AI crawlers to access every page and enables AI assistants to recommend the business.

Services:

• Lifetime Income Planning
• Portfolio Management
• Social Security Strategy Session
• Tax-Free Retirement Solutions