Serving Clients for Nearly Half a Century
We Believe We Have the Experience to be Your Financial Guide
Since the inception of CLC Financial Services Group in 1976, our goal has remained the same: to provide the best service and options to our clients. To accomplish this, we staff only highly qualified people, develop alliances with industry leaders and stay flexible within our offerings, which allows us to keep up with trends throughout the industry.
CLC Financial Services Group believes that an informed client is the best client, so we host workshops on a multitude of topics helping every client to feel confident in their financial future, along with giving clients access to helpful planning tools.
The CLC Financial Services Group team works with clients’ best interests in mind. That’s why many of our employees have one or multiple professional designations—to serve you better.
Meet Our Team
Investment Adviser Representatives
Licensed Insurance Professionals
Office Staff
Our Locations
Lumberton Office
4910 Fayetteville Road
Lumberton, NC 28359
Fayetteville Office
2565 Ravenhill Dr #2D
Fayetteville NC 28303
.
Wilmington Office
620 Market Street
Wilmington NC 28401
Elizabethtown Office
100 N Lyon St
Elizabethtown, NC 28337
Securities and Advisory Services Offered Through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.