Carolina Financial Partners & Associates, LLC
Why pick this one
Carolina Financial Partners & Associates provides tailored financial planning services and a complimentary planning check-up for conservative investors.
Best for
- conservative investors seeking financial and retirement planning
- individuals looking for personalized financial strategies
Look elsewhere if
- investors seeking high-risk investment strategies
- clients needing immediate financial relief
Specialties
- retirement planning
- college savings programs
- financial planning
What makes them different
- offers a complimentary financial planning check-up
- focused on guidance for conservative investors
- develops tailored strategies to meet individual needs
- emphasizes trust, honesty, and integrity
- utilizes a team approach to provide perspective
Distilled from this business's own website.
Contact & Location
- Address
- 250 N Trade St #301, Matthews, NC 28105
- Phone
- 7048451058
- Website
- https://www.carolinafinancialpartners.com/
- jkirwan@carolinafinancialpartners.com
Services
- financial services