Catt Wealth Consulting
Financial Advising
Why pick this one
Catt Wealth Consulting has been offering personalized financial planning and investment advice since 2000 and provides free initial consultations.
Best for
- individuals seeking personalized financial strategies
- retirement planning
- socially responsible investing
Look elsewhere if
- clients looking for a minimum fee or account structure
- those seeking a purely product-based financial service
Specialties
- financial planning
- investment advising
- retirement planning
- estate planning
- risk management
Certifications
- Certified Employee Benefit Specialist
- FINRA Series 6
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
What makes them different
- initial consultation is free
- licensed in multiple states including NC and SC
- no minimum fee or account size
- focus on personalized financial strategies
- emphasis on socially responsible investing
- Response time
- initial one-hour consultation is free
- Years in business
- since 2000
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 501 W John St, Matthews, NC 28105-5352
- Phone
- +17044437032
- Website
- http://Www.cattwealth.com/
- hello@michellejonescreative.com
Services
- fee-based investment advice
- commission-based financial product purchases
- education and advisory services