CDA Group, LLC

Designed Financial Solutions to bring your future into focus

General Information
Company Name
CDA Group, LLC
Founded Year
1993
Location (Offices)
Greenville, United States +1
Founders / Decision Makers
Number of Employees
2-10
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

CDA Group, LLC - Company Profile

CDA Group, LLC is a family wealth planning business established in 1993. The company's slogan, "Designed Financial Solutions to bring your future into focus," reflects its commitment to providing tailored financial solutions. CDA Group aims to guide, inform, and empower clients through life's financial phases, emphasizing integrity and attention to detail in its planning process. The company's mission is to act as clients' personal financial officer, offering family office-type support to simplify their financial lives. CDA Group primarily operates in the Financial Services and Wealth Management industries, positioning itself as a one-stop shop for busy individuals and business owners. However, specific details about the company's headquarters, last investment, and investors are not available.

Taxonomy: family wealth planning, financial management, investment management, estate structuring, business solutions, insurance services, retirement planning, charitable planning, asset protection, closely held business owners

Funding Rounds & Investors of CDA Group, LLC (0)

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There is no investment information

Latest News of CDA Group, LLC

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