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Carolina Financial Services Group Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Carolina Financial Services Group is a financial services company located at 905 b Conference Drive in Greenville, North Carolina. The firm is small in size, employing between two and ten people. It provides retirement planning services aimed at balancing retirement income, including optimizing when to claim Social Security and pensions, delivering guaranteed lifetime income, and investing remaining assets for growth, inflation protection, and family legacy. The company maintains an online presence at cfsgroupnc.com. Reported revenue is in the range of $1 million to $10 million.

Find Carolina Financial Services Group employees' phone numbers or email addresses

Carolina Financial Services Group Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Carolina Financial Services Group's Leadership

  • Stylized image of a person
    J. T.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. N.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. H.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    O. S.
    Secretary
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. H.
    Account Specialists
    Phone icon
    Mobile Phone

Carolina Financial Services Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Carolina Financial Services Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. T.
    Owner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Oct 17, 2024
  • Stylized image of a person
    B. N.
    Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. H.
    Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    O. S.
    Secretary
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    D. H.
    Account Specialists
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Oct 20, 2025

Frequently Asked Questions

What is Carolina Financial Services Group known for?

Minus sign iconPlus sign iconCarolina Financial Services Group was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 905 b Conference Drive Greenville, North Carolina 27858 United States; you can contact the main corporate office by phone at
+1-252-215-****
. Explore Carolina Financial Services Group's company overview page for more information.

What is Carolina Financial Services Group's most common email format?

Minus sign iconPlus sign iconCarolina Financial Services Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carolina Financial Services Group email formats with LeadIQ.

How many employees does Carolina Financial Services Group have currently?

Minus sign iconPlus sign iconCarolina Financial Services Group has approximately 7 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Carolina Financial Services Group's key employees and leadership?

Minus sign iconPlus sign icon

As of April 2026, Carolina Financial Services Group's key employees include:

  • Owner: J. T.
  • Manager: B. N.
  • Manager: C. H.
  • Secretary: O. S.
  • Account Specialists: D. H.

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