Blue Wolfe Financial
Business
Why pick this one
They offer personalized financial planning services tailored to individual goals and have over 40 years of experience in the industry.
Best for
- tailored financial plans
- comprehensive estate planning
- risk management strategies
Look elsewhere if
- simple, one-size-fits-all financial solutions
- budget-sensitive financial services
Specialties
- financial planning
- risk management
- estate planning
- asset distribution
- wealth management
Certifications
- Cambridge Investment Research Advisors, Inc.
What makes them different
- tailored financial plans based on individual goals
- collaboration with leading attorneys for estate planning
- commitment to ongoing monitoring and review of financial plans
- focus on understanding clients' unique needs
- relocated to Bozeman, MT to serve the local community
- Years in business
- over 40
- Serves
- Bozeman, Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 121 Greenwich Rd Ste 107, Charlotte, NC 28211
- Phone
- (980) 859-0022
- Website
- https://www.bluewolfefinancial.com
- chadmangum@bluewolfefinancial.com
Services
- financial advisory services
- investment management
- retirement planning
- tax strategy