Barry Evans Josephs & Snipes
Financial Advising
Why pick this one
Barry, Evans, Josephs & Snipes has been in business for 30 years, specializing in multi-generational estate planning and tax mitigation.
Best for
- affluent families looking to preserve generational wealth
- business owners needing continuity planning
- executives requiring tax-advantaged retirement solutions
Look elsewhere if
- individuals seeking basic financial advice without complexity
- those needing immediate emergency financial services
Specialties
- multi-generational estate planning
- charitable planning
- business continuity planning
- key person insurance
- executive benefit plans
Certifications
- M Financial Group
What makes them different
- specializes in safeguarding closely held family businesses
- focus on tax-advantaged solutions
- offers ongoing portfolio management
- dedicated to long-term relationships
- combines financial services with a service culture
- Years in business
- 30
Distilled from this business's own website.
Contact & Location
- Address
- 1100 Kenilworth Ave Ste 110, Charlotte, NC 28204
- Phone
- (704) 333-0508
- Website
- http://www.bejs.com
Services
- financial advising
- estate planning
- tax mitigation
- risk management