Alex Price
Financial Advising
Why pick this one
Alex Barnes offers personalized income planning and tax optimization strategies tailored to pre-retirees in Fort Mill, SC.
Best for
- pre-retirees seeking tax-efficient financial planning
- individuals looking for personalized wealth management
Look elsewhere if
- clients seeking generic financial advice
- those who prefer a hands-off investment strategy
Specialties
- income planning
- tax optimization
- financial planning and analysis
Certifications
- CFP®
What makes them different
- focus on personalized, tax-optimized strategies
- background in banking
- goal to help pre-retirees plan confidently
- uses advanced planning tools
- committed to celebrating client milestones
- Serves
- Fort Mill
Distilled from this business's own website.
Contact & Location
- Address
- 106 Kenwood St, Belmont, NC 28012-3119
- Phone
- +17049086362
- Website
- https://www.savvywealth.com/advisor/alex-barnes
- alex.barnes@savvyadvisors.com
Services
- wealth management
- investment management
- trust and estate planning
- risk management