Client Login

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Personal Client Portal

Here are just some of the reasons you should choose Carolina Financial Services Group as your retirement investment advisor:

  • Over 20 years experience developing and refining our clients’ investment strategies
  • As an independent advisory firm, Carolina Financial Services Group has the freedom to offer our clients a wide variety of products rather than just a few commission-base products chosen by a national chain
  • Local to Greenville NC and convenient to Eastern North Carolina means you can easily meet with Michael in person
  • We are committed to employing the latest technology to make things more convenient for our clients and manage their investments in the most efficient way possible
  • We are solely owned by Michael Owens, a North Carolina native. This means the only boss that Michael works for is you the client
  • Extensive experience managing our clients' personal IRA, 401k and 529 college savings accounts

Schedule an Appointment

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See the Schedule!

The following are short videos describing just some of the features of products we offer. Simply click play on each one and they’ll automatically begin playing. If you’d like to learn more about retirement planning and protecting your financial future check out “Investor Education” (You can also navigate to our Investor Education section using the main menu)


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Our primary focus is making sure that your investment strategy is the best fit for you. We have extensive experience working with a variety of products, including:

  • 401k Accounts
  • IRA Accounts
  • 529 College Savings Plans
  • Fixed Income/Annuities
  • Insurance as an Investment
  • Life and other Insurance
  • Individual Investor Accounts
As a independent advisory firm we have the freedom to offer our clients a wide range of financial products
What an example client's portfolio might look like:
Fixed income/annuities
25%
stocks and stock options
35%
insurance as an investment
25%
exchange traded funds
15%
We perform frequent client reviews to make sure your retirement plan is continuing to work best toward your financial goals and is also best adapted to current market conditions