Muncaster Financial Group
Helping families and businesses achieve their financial goals through a service-based approach.
06/12/2024
By partnering with Muncaster Retirement Group, plan sponsors and Trustees are positioned to offer a retirement savings plan that is designed to guide employees to retirement success while being efficiently compliant.
Interested in making a switch? Contact us today for more information - https://muncasterfinancial.com/contact/
05/31/2024
The Muncaster Financial team had a great time last night at the HBA Spring Block Party — Night at the Drive! ⚾️🎉
Home Builders Association of Greenville never disappoints! Thank you for having us!
05/27/2024
In tribute to the many and in honor of all, we offer our gratitude.
We wish everyone a safe and happy Memorial Day as we remember those who made the ultimate sacrifice.
05/21/2024
Bryan, James, and Thomas met with the Greenville team of Encore Bank this morning to learn more about their offerings and services. This partnership exemplifies one of our many local resources that help deliver value to our clients.
05/17/2024
Always a great time at HBA of GVL's Golf Classic and this time we walked away with first place!
Congratulations to for getting first place!
What a great day on the course!
05/02/2024
We had a great time Monday and Tuesday participating in the incredible The Kids Classic Clarence Edwards Golf Tournament presented by Meyer Center for Special Children ⛳🏌️♂️ Supporting this exceptional organization is always an honor, and we're excited to help their mission of empowering children with special needs.
04/30/2024
The 2024 American Heart Association - South Carolina Upstate Heart Walk was a success! The event raised over $280,000, which will help fund more research, provide more training in lifesaving CPR, and hopefully lead to more medical breakthroughs for heart health. Thank you to everyone who specifically contributed to Team Muncaster; we appreciate all the support!
And a special shout out to the North Greenville University football team for joining us!
04/16/2024
We had an amazing time at the Greenville Clemson Club celebrity softball game over the weekend! We also had the honor of sponsoring the event which benefited several local initiatives including the Greenville County Scholarship Endowment. Mills had a blast meeting Clemson heroes C.J. Spiller and Charlie Whitehurst!
04/09/2024
The Bridge Awards never disappoints! Such a fun night celebrating all the amazing members of the Home Builders Association of Greenville and their accomplishments in the industry.
04/01/2024
Last week, we had the privilege of attending the Bird Supper with Home Builders Association of South Carolina members and South Carolina's legislators. It's the longest standing event on the South Carolina legislative calendar dating back to 1970. We had a great time speaking with state representative Jason Elliott over fried quail and grits!
Our top goal at Muncaster Financial Group is to create the most comprehensive plan possible for you. Reach out to our team today to see how we can help move your goals forward.
https://muncasterfinancial.com/contact/
03/15/2024
Richard and Sheri attended the Meyer Center for Special Children 70th Anniversary Celebration this past Tuesday at the Avenue in downtown Greenville. Since its opening, over 1300 students have come through the center’s halls, creating a bright future for children with disabilities. During the event, they unveiled their architectural designs for a new school. This is great news for the Greenville community and we love supporting this organization through all their endeavors!
Click here to learn more - https://www.meyercenter.org/kids-classic-1
03/12/2024
The 2024 International Builders’ Show did not disappoint! We had the opportunity to attend this year's show in Las Vegas and meet top builders, remodelers, developers and other home building professionals from around the country to promote The Blueprint 401(k). The goal of this revolutionary plan is to empower people to save enough today to enjoy the future they imagine.
One highlight from the show was seeing the innovation and trends circulating throughout the homebuilding industry. We want to thank our partners with the Home Builders Association of Greenville for being our guides and connecting us with great people. The countdown to The International Builders' Show (IBS) 2025 is on!
03/07/2024
Empowering our community in City of Greenville, South Carolina Government is at the heart of Muncaster Financial Group. Our dedicated team thrives on fostering meaningful connections as we navigate the dynamic landscape of our city's needs. Committed to making a positive impact, we focus on supporting children's education, family services, law enforcement, and programs aiding the elderly. Together, we strive to uplift and strengthen the fabric of our community.
02/24/2024
Have you read about the partnership between Muncaster Financial Group and the Home Builders Association of South Carolina ? You can read about it in our February issue -
https://andersonmagazine.com/muncaster-financial-group-announces-partnership-with-the-home-builders-association-of-south-carolina/
Join us for the 2024 American Heart Association Heart Walk as part of Team Muncaster! We'd be honored to have you join our team to help raise awareness about heart health and funds for life-saving research and education. Not able to make the walk? You can still support by donating. Every step counts towards a healthier future.
Click the link below to join our team or donate. You can also email us at [email protected]. Deadline to join is March 13th. Let's make a difference together!
https://www2.heart.org/site/TR/HeartWalk/GSA-GreaterSoutheastAffiliate?team_id=836319&pg=team&fr_id=10076
02/13/2024
The team had an amazing time this past weekend at the Meals on Wheels of Greenville Sweetheart Charity Ball. We always enjoy supporting this great organization that provides for so many in Upstate South Carolina.
02/05/2024
Thanks to Anderson Magazine for the writeup!
Click below to learn more -
https://andersonmagazine.com/muncaster-financial-group-announces-partnership-with-the-home-builders-association-of-south-carolina/
Richard H. Muncaster
Thomas Simmons
Bryan Newton
Sheri King Muncaster
Debbie Witsell Brown
James Wells
Home Builders Association of Greenville
Home Builders Association of South Carolina
Muncaster Financial Group Announces Partnership with the Home Builders Association of South Carolina Muncaster Financial Group, a leader in comprehensive financial services based in Greenville, South Carolina, is proud to announce their selection to execute a first-of-its-kind partnership with the Home Builders Association of South Carolina. The Blueprint 401(k), which will provide tremendous value...
01/26/2024
Introducing The Blueprint 401(k) – the all-in-one solution for your employees financial future. A plan designed to save time, money, and integrate top-tier technology while reducing fiduciary liability. Join us on the path to a secure retirement today by visiting the link below!
https://muncasterfinancial.com/the-blueprint-401k/
01/17/2024
Community is at the heart of Muncaster Financial Group. Based in Greenville, SC, we're dedicated to serving our neighbors. From prioritizing relationships to understanding our city's evolving needs, our team is here for you. We're passionate about supporting children's education, family services, backing law enforcement, and aiding the elderly. Together, let's make a difference!
01/02/2024
New year, new opportunities! 🎉
Kickstart 2024 on the right financial footing for your company and employees. Ask about our cutting-edge 401(k) plan – a game-changer in attracting top talent.
12/25/2023
Merry Christmas from The Muncaster family to yours! Wishing you a safe and happy holiday season.
12/06/2023
At Muncaster Financial, we offer more than just retirement planning. For those interested in private wealth management, we provide carefully tailored solutions for your individual needs to secure your financial future.
Learn more about our comprehensive financial planning today by visiting our website.
12/01/2023
We had such a great time at the Meyer Center Holiday Luncheon this past Wednesday. It’s become a tradition to support this great event to help make a difference in the lives of Meyer Center for Special Children students. Always a great way to kick off the holiday season!
11/29/2023
We can't say thank you enough for all the support we received for Mealed It! 2023 with Meals on Wheels of Greenville! We're proud to announce that Team Muncaster reached their goal of $5,000 thanks to our amazing clients, friends, and family! This is an amazing organization making a difference right here at home.
We hope everyone has a great holiday season!
11/28/2023
Have you checked out our blog lately? Read our latest insights about potential successors within your organization and learn about things to keep in mind when succession planning.
https://muncasterfinancial.com/insights/
11/23/2023
Happy Thanksgiving from our family to yours! We are beyond blessed and thankful for so many things this season. The Muncaster family hopes you enjoy your holiday with family and friends!
11/14/2023
Thomas had the pleasure of participating in the St. Francis Forum, Class 21. The forum is an opportunity for community leaders to learn about the latest developments at "The Saint." As a member, Thomas was provided an in-depth look at the state-of-the-art advancements along with opportunities to witness the team at work such as being able to view an open heart surgery.
Every small act of kindness helps move the wheel of change. Each small gesture of generosity can make a big impact! Join us in spreading joy by supporting Meals on Wheels of Greenville Mealed It! campaign through Team Muncaster - because every small donation counts and collectively, we can create a happy holiday season for all families across Greenville!
DONATE HERE - https://secure.qgiv.com/event/23mealedit/team/939868/
Richard H. Muncaster
Sheri King Muncaster
11/06/2023
We're proud to announce Thomas Simmons as an honorary shucker for this years Cancer GVL event to support the American Cancer Society! The event will take place on November 16th at Events at Judson Mill with unique food, beverage, and music to raise funds for the American Cancer Society's life saving mission.
To donate to Thomas' campaign, or to find out his reason for being an Honorary Shucker visit the link below -
https://secure.acsevents.org/site/STR/ACTIVEFundraising/GALACY23SER?px=58956450&pg=personal&fr_id=106357&fbclid=IwAR0mmYWGIEakT0B3mPV-ynP0P2AFzhMZLSC5cBALcoOViu4SAfJQpIDH0v8
Click here to claim your Sponsored Listing.
Our Story
Today’s financial world is changing at a record pace on a global level. We believe that between the myriad of products, companies, strategies and complex tax laws, staying current and making prudent decisions can be challenging for the most seasoned and intelligent professionals. Navigating these waters successfully is difficult, and often requires a significant time commitment. Time is our greatest asset. We believe the ability to surround yourself with a team of knowledgeable professionals is of paramount importance to the long term success of your plan. Professionals with the commitment, experience and knowledge to help you maintain a consistent path toward reaching your goal – a path toward success.
Muncaster Financial Group is a leader in comprehensive financial services, utilizing over 60 years of combined industry experience. We offer a full range of carefully tailored financial planning solutions, catering to high net worth individuals and families, successful business owners and professionals seeking to reach personal goals, while helping to build and protect wealth. For our corporate clients, we offer a strategic relationship focused on tax-efficient solutions, employer and employee benefits packages, and succession planning.
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AL, FL, GA, IL, NC, NY, SC, TN, TX and WA. Each company is independently responsible for the products and services they provide. Cambridge and Muncaster Financial Group are separate entities.
A Broker/Dealer, Registered Investment Advisor, Broker/Dealer Agent, or Investment Advisor Representative may transact business in a state only if first registering appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a Broker/Dealer, Registered Investment Advisor, Broker/Dealer Agent, or Investment Advisor Representative, a customer should contact his or her state securities law administrator.
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9 Whitsett Street
Greenville, SC
29601
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
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