Profile
James D Sumpter
ListedTax and Financial Planning Professional at CMC Financial
About
About
James D Sumpter is publicly presented as Jim Sumpter, MT, CFP®, President and CEO of CMC Financial in Birmingham, AL.
CMC Financial’s public materials reference planning areas that include retirement, investment, estate, insurance, tax, money, and lifestyle topics.
James D Sumpter is publicly presented as Jim Sumpter, MT, CFP®, President and CEO of CMC Financial in Birmingham, AL. His profile is tied to a financial planning practice that describes its work as helping clients gather, analyze, and organize the pieces of a broader financial plan.
CMC Financial’s public materials reference planning areas that include retirement, investment, estate, insurance, tax, money, and lifestyle topics. The firm also surfaces a Tax section and Tax Portal, supporting James D Sumpter’s listing in a tax professional context. The available facts indicate in-person service through the Birmingham office, with client-facing portals for tax, estate, investor, planning, and savings workflows.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax services | In-person | ||
Service areas
Service areas
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