Normann Financial Group Information

Kel has been in the investment business for 35 years and has built a very strong team of professionals with over 130 years of combined experience that make up The Normann Financial Group. Our office is based in Sanford, NC, where we provide investment advisory services and Financial Planning to high net worth individuals and families, Small Business Corporate Accounts and Retirement Plans and Family and Community Foundations. The Normann Financial Group has clients in 25 states. As of December 2019, the team at The Normann Financial Group had assets under management of over $850 million dollars. We offer a team approach to wealth management and financial and retirement planning, offering you a broader scope of expertise than you will likely find in any one person. Our team at The Normann Financial Group has 4 Financial Advisors with 2 Certified Financial PlannerTM professionals* and 1 Certified Investment Management Analyst®. Our team also consists of 6 professional support staff of which 5 have passed the Series 7 and 63 exams. The Normann Financial Group gives credit to our success for always doing what is right for our clients above all else. Clients are our main priority, which is why we work to understand each client's unique circumstances and ultimately create a distinctive plan that provides a roadmap for their financial journey. We are committed to serving our clients and communities and feel our "team approach" to client management is a huge benefit and attractive to our clients. Call us today for an appointment to compare the difference of your current situation. *Murphy Paderick and Miller Robins