Carolina Financial Services Group, Inc.
Carolina Financial Services Group, Inc. (CRD# 149664) is a financial advisory firm headquartered in Greenville, NC. They manage $32,000,000 in 186 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management32MILLION
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Total Number of Accounts186ACCOUNTS
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Average Account Value$172,043
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
NC
Michael Owens (CRD# 2128682) is an Investment Advisor Representative working at Carolina Financial Services Group, Inc. in Greenville, NC and has over 25 years of experience in the investment industry.
As an independent advisor, I am required to do what is in the best interests for my clients. I also believe that being an independent financial advisor allows me to use a much wider variety of tools to better tailor your financial plan to you.
In 2007 I opened my own firm in order to provide my clients these advantages. Clients work with me because I take an active approach to managing and monitoring their investments – this is one of the qualities that saw me and my clients through the negative return market years of 2002 and 2008.
I own 100% of Carolina Financial Services Group. I am not an employee of a large brokerage firm or a large insurance company. This means the only boss I work for is you the client.
I serve individuals and businesses in all areas of retirement planning, retirement income, lifetime income, 401k rollovers and investment management of personal, corporate and trust accounts. I offer an incredibly diverse range of products to make sure your investment goals are best met.