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VerifiedFinancial Services· Founded 2005

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.

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HeadquartersGreenville, United StatesEmployees7(1 to 10)Annual revenue<$1MFounded year2005Websitemuncasterfinancial.comLinkedIn profileLinkedIn

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8

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7

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6

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Monthly traffic

5

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Top roles at Muncaster Financial Group

6 distinct titles indexed · top 6 shown.

  • 2director of business development
  • 1administrative assistant
  • 1president
  • 1private wealth associate
  • 1retirement plan specialist
  • 1vice president cfo

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