CDA Group

Financial Services - Greenville, SC, US

CDA Group Details

CDA Group, LLC. is in the family wealth planning business. Through a planning process built on integrity, knowledge, and attention to detail, we seek to guide, inform, and empower our clients to successfully maneuver through life's various phases of financial management.The CDA Group mission is to serve as our clients personal financial officer in effect, providing a family office-type financial support for busy individuals and business owners looking to simplify their financial lives. Our clients look to us as a one-stop shop.

CDA Group logo, CDA Group contact details
Website: cdagroupllc.com
Employees: 5 - 9
HQ: 864 235-1428
Location: Greenville, SC, US
Revenue: 2.5 - 5 Million
Estate Structuring Business Solutions Investment Management Insurance Services Healthcare Professionals Closely Held Business Owners Retirement Planning Charitable Planning Asset Protection Financial Services Financial Advisory Services
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