Cummings Wealth Management Group
Financial Services
Mount Pleasant, South Carolina, United States
11 employees
- Employees
- 11
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Cummings Wealth Management Group Overview
- Headquarters
- Mount Pleasant, South Carolina, United States
- Phone Number
- Available in AeroLeads
- Website
- cummingswealth.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 1990
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Cummings Wealth Management Group
Founded in 1990 by our President, Bobby Cummings, CWMG serves both individual wealth management & retirement plan clients. We stand for integrity, professionalism, & controlling the controllable. We believe that advising clients, without first understanding their full financial picture & coordinating necessary planning, is taking a short cut. We firmly believe our clients should never take short cuts with one of the most important pieces of their lives. We are proud to serve as our clients’ advocate. At CWMG, we engage in a no-stone-unturned approach to planning, serving as your financial coach, advisor & quarterback. Our team offers coordination with your team of outside advisors when appropriate (attorneys, CPA, insurance advisor, etc.) so that your complete financial picture is handled with care. Our team is dedicated to serving your unique needs. For retirement plan clients, our focus is to educate employees and take care of the Plan Sponsor. It is our job to deliver a retirement plan that helps plan sponsors demonstrate the true value of the benefit they are offering to their employees. Our team feels fortunate to serve individuals & businesses who want to secure their future & achieve their goals. We strive to provide confidence to busy people who are successful in their own lives & businesses, but who may lack the confidence or the time to fully understand the myriad financial threats & opportunities they need to proactively address. This communication is strictly intended for individuals residing in the states of AL,AZ,GA,FL,IL,IN,MA,MN,NC,NM,NY,OH,SC,&VA. No offers may be made or accepted from any resident outside these states due to various state regulations & registration requirements regarding investment products & services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse.htm
Cummings Wealth Management Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Cummings Wealth Management Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Bobby Cummings, Cfp®, Aif®, Cpfa, Cfbs | Financial Advisor Helping Organizations and Individuals Create, Navigate and Pursue Greater Financial & Personal Success | Mount Pleasant, South Carolina, United States |
Email
|
| Michael Cummings Cfp®, Crpc® | Founder and CEO , Wealth Advisor | Stuart, Florida, United States |
Email
Phone
|
| Brian Cummings,cfp®,ea,chfc® | Certified Financial Planner (Tm) Practitioner at Cummings Wealth Management | Charleston, South Carolina, United States |
View
|
| Dallas Brewer, Cfp®, Chfc®, Ricp® | Director of Retirement Services |
View
|
Employees by Management Level
Individual contributor
4 profiles
Executive
1 profile
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
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