Today’s financial world is changing at a record pace on a global level. We believe that between the products, companies, strategies and tax laws, staying current and making intelligent decisions has proven to be challenging for the most seasoned and intelligent professionals. For individuals and corporations, navigating these waters successfully is even more difficult and often requires a significant time commitment. Time is our greatest asset.  We believe that prosperous individuals and corporations have found that their success in maximizing their plan is derived by their ability to surround themselves with a team of knowledgeable professionals. Professionals with the commitment, experience and knowledge to help their clients consistently maintain a path towards reaching their goal – a path towards success.

Muncaster Financial Group, Inc. is a leader in comprehensive financial services, utilizing over 50 years of combined industry experience. Avoiding trends, fads, and “hot products”, Muncaster Financial adheres to time tested, macro-economic principles. Our professionals offer a full-range of carefully tailored financial planning solutions to individuals and families 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. Our work often incorporates a collaborative effort including our client’s attorneys and accountants throughout our relationship.

Our clients are our top priority. Our goal is to establish and maintain a long-term, mutually beneficial relationship. We will apply our experience and knowledge to help you create and build assets, helping to ensure that they are protected along life’s journey.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck here.

 
Investment Advisory Services offered through Investment Advisor Representatives of Muncaster Financial Group, a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: SC, FL, GA, NC, OH, CA, and WV. Cambridge and Muncaster Financial Group are not affiliated.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered 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, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.