电子邮件 | mar***@***.com | 获取Email |
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电子邮件 | mar***@***.com | 获取Email |
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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
公司 | Cummings Wealth Management Group |
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职位 | CERTIFIED FINANCIAL PLANNER TM Practitioner & Chief Operating Officer |
地点 | United States |
http://www.linkedin.com/in/mary-chapman | |
部门 | c_suite,master_finance,master_information_technology,master_operations |
头衔 | CERTIFIED FINANCIAL PLANNER TM Practitioner |
Cummings Wealth Management Group CERTIFIED FINANCIAL PLANNER TM Practitioner & Chief Operating Officer
2012-01-01 -
Financial Advisor
2010-01-01 - 2012-01-01
Director of Marketing and Business Operations
2007-01-01 - 2010-01-01
Designated Supervisor, OSJ
2006-01-01 - 2007-01-01
GE Engineering Database Technichian
1997-01-01 - 2002-01-01
Mary Chapman 在 Cummings Wealth Management Group 担任 CERTIFIED FINANCIAL PLANNER TM Practitioner
Mary Chapman 在 Cummings Wealth Management Group 的职位是 CERTIFIED FINANCIAL PLANNER TM Practitioner
Mary Chapman 的电子邮件地址是 mar***@***.com
Mary Chapman 的电话号码是 -
Mary Chapman 的公司电话号码是 +184****
Mary Chapman 在 financial services 工作。
Mary Chapman 的一些同事包括Bobby Cummings、Mary Chapman、Thomas Stack、Terri CantrellBrian Cummings、。
Mary Chapman联系方式: 电子邮件地址:mar***@***.com 电话号码:-
Mary Chapman 的个人领英是:http://www.linkedin.com/in/mary-chapman
Mary Chapman 的办公地点:1275 Ben Sawyer Blvd, Mount Pleasant, South Carolina 29464, US
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