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About Us
Since 1976, CLC Financial Services has helped North Carolina residents turn retirement dreams into reality through personalized wealth-management solutions. We begin with a conversation, learning where you’ve been, what you’ve accumulated, and where you want to go. Then we build customized strategies that align with your goals and timeline. Whether you seek asset management, legacy planning, retirement income strategies, insurance protection, business benefits, or health care solutions, our team works to make sure your finances, insurance, and legacy plans all work together.
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