CMC FINANCIAL GROUP, LLC
VALRICO, FLORIDA

CMC Financial Group, LLC is an established independent financial professional agency based in Valrico, Florida. Founded on May 19, 2014, CMC Financial Group is renowned for providing thoughtful and clarifying financial solutions to clients seeking success and fulfillment with their wealth. The company specializes in innovative retirement and protection strategies tailored to meet the unique needs of its diverse clientele, including empty nesters, pre-retirees, families with disabled loved ones, executives, professionals, and young adults embarking on adulthood. CMC Financial Group emphasizes a collaborative approach to financial planning by working closely with other professionals such as estate and elder law attorneys, CPA’s, and insurance experts. Led by Managing General Agent Celeste M. Clancy, the agency focuses on succession planning, small business planning, life insurance, disability income, long-term care, retirement plans, and support for families with special needs members. Licensed in Florida, Rhode Island, Michigan, and Texas, Ms. Clancy is also a prominent advocate and speaker in financial planning, particularly concerning individuals with disabilities—a testament to her contribution to the sector through publications and board involvement. As a producing general agent affiliated with Ohio National Financial Services, CMC Financial Group is a member of reputable industry associations, enhancing its credibility and dedication to quality service delivery. Through their website cmcfinancialgroup.com, clients can access comprehensive information regarding their wealth management services, reflecting the agency's commitment to proactive loss minimization rather than speculative gains. In summary, CMC Financial Group in Tampa, FL, serves as a trusted partner for individuals at different life stages seeking peace of mind and empowerment over their financial future. With its foundation registered under Florida DOS with filed number L14000080421 and an active status confirmed by annual reports, the company remains devoted to fulfilling clients' lifelong dreams through strategic financial guidance.