Cadence Wealth Partners
Why pick this one
Cadence Wealth Partners specializes in tax strategy and exit planning for business owners with no commissions involved.
Best for
- business owners needing tailored financial plans
- business owners seeking tax-efficient strategies
Look elsewhere if
- individuals looking for general financial advice not specific to business owners
- clients needing quick turnaround due to non-business related financial issues
Specialties
- tax strategy
- exit planning
- investment management
Certifications
- CFP®
- CEPA®
- RICP®
What makes them different
- specializes in financial planning for business owners
- focus on tax strategy and exit planning
- no products or commissions
- offers a no-commitment consultation to visualize the process
- Serves
- Concord
Distilled from this business's own website.
Contact & Location
- Address
- 845 Church St N Ste 205, Concord, NC 28025
- Phone
- 7044678502
- Website
- https://www.cadencewealthpartners.com/
- info@cadencewealthpartners.com
Services
- financial planning
- retirement planning