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.
View Top Employees from CDA Group, LLCWebsite | http://www.cdagroupllc.com |
Employees | 8 (2 on RocketReach) |
Founded | 1993 |
Address | 619 Halton Road, Greenville, South Carolina 29607, US |
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Industry | Financial Services, Estate Structuring, Business Solutions, Investment Management, Insurance Services, Healthcare Professionals, Closely Held Business Owners, Retirement Planning, Charitable Planning, Asset Protection |
Web Rank | 25 Million |
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2 people are employed at CDA Group, LLC.
CDA Group, LLC is based in Greenville, South Carolina.