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  • OSJ@wealthplanfinancial.com

Product Solutions

  2. Product Solutions
Our clients have access to a wide array of products including:
  • Equities*
  • Options*
  • Exchange Traded Products (ETF’s, ETN’s, & ETC’s)*
  • Traditional Fixed Income (Corporate Bonds, Municipal Bonds, Treasuries)*
  • Brokered Certificates of Deposit (CDs)*
  • Managed Accounts*
  • Structured Products*
  • Unit Investment Trusts (UITs)*
  • Mutual Funds*
  • Alternative Investments*
    • 1031 Exchange Programs*
    • Interval Funds*
    • Limited Partnerships
    • Private Placements*
    • Real Estate Investment Trusts (REITs)*
    • Managed Futures*
    • Oil & Gas Programs*
  • Annuities (Fixed, Variable* & Equity Indexed*)
  • 529 College Savings Plans*
  • Group Retirement Products*
  • Life Insurance (Fixed, Indexed & Variable*)
  • Disability Insurance
  • Long Term Care Insurance

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and WealthPlan Financial Group are not affiliated.

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

    © 2017-2025 | WealthPlan Financial. All rights reserved.