Who we are:
Bilingual financial planning firm that values Wellbeing, Integrity, Faith, and Excellence.
What we do:
Bring order and clarity to business owners and individuals financial lives allowing them to make confident decisions and focus on what is most important.
How we do it:
Identifying financial gaps that may exist and guide our client through potential courses of action. We manage cashflows and risk, and we implement the appropriate protection, investment, tax, retirement, and estate planning strategies.
Why we do it:
To enrich the quality of life of those we serve.
https://carolinas.massmutual.com/about-us/licenses
Company Details
Cima Financial Questions
Cima Financial's LinkedIn profile is https://www.linkedin.com/company/cimafinancial
Cima Financial has
5 employees.
View email and phone details for 5
employees at Cima Financial.
Cima Financial's industry is
Financial Services
Cima Financial's categories are Financial Services
Cima Financial's founding year is 2021
