Charlotte Financial Group
Bank Credit Union
Why pick this one
Charlotte Financial Group coordinates with professionals across financial areas to provide a comprehensive planning approach.
Best for
- comprehensive financial planning
- wealth management
- tax strategy integration
Look elsewhere if
- simple banking needs
- low-cost financial products
What makes them different
- Coordinates with professionals from every area of financial life
- Focus on client-centered relationships
- Macro management approach to financial planning
Distilled from this business's own website.
Contact & Location
- Address
- 2101 Rexford Rd Ste 150E, Charlotte, NC 28211
- Phone
- 7043626787
- Website
- http://www.charlottefinancial.com/
- jgreenwell@strategicplanninggroup.com
Services
- financial planning
- wealth management
- tax strategy