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Charlotte Office:

Address: 301 S McDowell St Suite 802, Charlotte, NC 28204

Phone: (704) 644-0993

Lynchburg Office:

Address: 2003 Graves Mill Rd Suite C, Forest, VA 24551

Phone: (434) 385-6874

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

Check the background of your financial professional on FINRA’s Broker Check.

Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco) (Member SIPC), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Carter Financial Group, Investment and Wealth Management Solutions is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255. Prudential, the Prudential logo, and the Rock Symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. Carter Financial Group, Investment and Wealth Management Solutions and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

Carter Financial Group, Investment and Wealth Management Solutions does business in the following states:

Securities: [AZ, CA, CO, FL, GA, KY, MD, MA, MI, NH, NY, NC, SC, TN, VA, WV]

Life Insurance: [FL, KY, MD, NC, SC, TN, VA, WV]

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