Bice Wealth Management
Bank Credit Union
Why pick this one
Bice Wealth Management has over 18 years of experience in financial planning and offers specialized services like retirement income planning.
Best for
- individuals seeking customized financial strategies
- business owners needing retirement plan design
- clients looking for comprehensive estate planning
Look elsewhere if
- looking for budget financial advice
- seeking quick, one-time financial transactions
Specialties
- retirement income planning
- estate conservation
- college planning for children
- insurance and annuity products
- tax management
Certifications
- Chartered Retirement Planning Counselor
What makes them different
- independent financial firm
- customized financial plans based on client goals
- team approach for varied financial needs
- frequent client meetings for ongoing strategy adjustments
- Years in business
- over 18 years
- Serves
- Greensboro, Lake Norman, Salisbury, Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 136 Gateway Blvd Ste C, Mooresville, NC 28117
- Phone
- 7046961030
- Website
- https://www.bicewealth.com/
- bwm@bicewealth.com
Services
- financial planning
- investment management
- retirement strategies