Carawan Financial Partners
Bank Credit Union
Why pick this one
Carawan Financial Partners focuses on comprehensive retirement strategies, including healthcare planning, and has been serving Raleigh since 2006.
Best for
- retirement planning
- social security optimization
- healthcare financial strategies
Look elsewhere if
- short-term investment needs
- budget-sensitive financial services
Specialties
- retirement and estate planning
- healthcare planning
- social security optimization
Certifications
- AAMS
- certified financial planner
What makes them different
- focus on healthcare and long-term care in retirement planning
- offers social security optimization techniques
- local advisor with extensive Raleigh network
- emphasizes personalized investment strategies
- Years in business
- 17
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 7000 Harps Mill Rd Ste 201, Raleigh, NC 27615
- Phone
- 9198708181
- Website
- https://www.carawanfp.com/
- derek.carawan@lpl.com
Services
- financial planning
- tax reduction strategies
- wealth protection strategies
- business exit strategies
- investment management