News
Tim McClurg Receives Certified Exit Planning Advisor Designation
Charlottesville, VA – October 2, 2024 – Tim McClurg ChFC®, CLU®, CEPA® a financial advisor, Risk Mitigation and Wealth Transfer Specialist with OakHeart Financial Group a private wealth advisory practice of Ameriprise Financial Services, LLC in Charlottesville, has achieved the professional designation of Certified Exit Planning Advisor (CEPA®) through The Exit Planning Institute. Tim McClurg successfully completed the rigorous requirements including course work and examinations which cover how to
Cary Street Partners wins Gold!
Cary Street Partners' Charlottesville office has been named Gold Best Wealth Management Firm by Charlottesville's Finest magazine! This is the second consecutive year receiving the Gold recognition and third consecutive year being named among Charlottesville's Finest. Thank you to our clients and community for the continued support! https://lnkd.in/gFvTkThA Awarded in October 2024 from votes submitted by the public in June 2024
