Charles Beatty - Thrivent
Why pick this one
They specialize in personalized financial planning and are part of a member-owned organization with over 120 years of service.
Best for
- individuals seeking comprehensive financial advice
- families looking for personalized wealth management
- clients interested in life insurance solutions
Look elsewhere if
- budget-sensitive clients
- individuals seeking quick, transactional support
Specialties
- wealth management
- financial planning
- life insurance
- disability income insurance
- investment strategies
Certifications
- ChFC
- CLU
- FIC
- CEPA
- CFP
What makes them different
- member-owned financial services organization
- personalized financial blueprints
- holistic approach to financial goals
- part of a Fortune 500 company
- commitment to community impact
- Years in business
- over 120 years
- Serves
- Charlotte, Claremont, Hickory, Gastonia
Distilled from this business's own website.
Contact & Location
- Address
- 4530 Park Rd, Ste 109, Charlotte, NC 28209
- Phone
- 7045252657
- Website
- https://connect.thrivent.com/charles-beatty?utm...
- taylor.rogersflanagan@thrivent.com
Services
- financial advice
- insurance
- banking
- generosity programs