Baucom Wealth Management, Inc.
Bank Credit Union
Why pick this one
Baucom Wealth Management offers customized financial planning and prioritizes developing lifelong relationships with clients.
Best for
- personalized financial planning
- wealth management for families and individuals
- succession planning for business owners
Look elsewhere if
- clients seeking quick, one-size-fits-all solutions
- individuals looking for low-cost or budget services
Specialties
- wealth planning
- business planning
- portfolio management
- life insurance planning
Certifications
- LPL Wealth Advisor
What makes them different
- customized financial planning tailored to individual situations
- focus on developing lifelong client relationships
- emphasis on adapting plans as life changes occur
Distilled from this business's own website.
Contact & Location
- Address
- 1036 Branchview Dr NE Ste 206, Concord, NC 28025
- Phone
- 7047868891
- Website
- http://www.baucomwealth.com/
- david.baucom@lpl.com
Services
- financial planning services
- investment management
- strategic wealth planning