Muncaster Financial Group

Muncaster Financial Group

Financial Services Greenville, South Carolina, United States 7 employees
Employees
7
Contacts
4
Emails
4
Phones
2

Muncaster Financial Group Overview

Headquarters
Greenville, South Carolina, United States
Industry
Financial Services
Employees
7
Founded
2005
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Muncaster Financial Group

Muncaster Financial Group is a leader in comprehensive financial services, utilizing over 80 years of combined industry experience. We offer a full range of carefully tailored financial planning solutions, catering to high net worth individuals and families, successful business owners and professionals seeking to reach personal goals, while helping to build and protect wealth. For our corporate clients, we offer a strategic relationship focused on tax-efficient solutions, employer and employee benefits packages, and succession planning. Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AL, CO, FL, GA, NC, SC, TN, and VA. Each company is independently responsible for the products and services they provide. Cambridge and Muncaster Financial Group are separate entities. A Broker/Dealer, Registered Investment Advisor, Broker/Dealer Agent, or Investment Advisor Representative may transact business in a state only if first registering appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a Broker/Dealer, Registered Investment Advisor, Broker/Dealer Agent, or Investment Advisor Representative, a customer should contact his or her state securities law administrator.

Muncaster Financial Group Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Muncaster Financial Group Org Chart

Sample employees and titles
Name Title Contact
Debbie Brown Administrative Assistant at Muncaster
Email Phone
Thomas Simmons, Cpa Muncaster Financial Group
Email
Tricia Smith Retirement Plan Specialist at Muncaster
Email
Richard Muncaster Muncaster Financial Group, Inc.
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Associate / junior 3 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 4 4 2

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