Chris Teague - RBC Wealth Management Financial Advisor
Why pick this one
They provide personalized wealth management strategies and have been offering financial advice since 1992.
Best for
- professionals in the medical, legal, business, and athletic fields
Look elsewhere if
- individuals seeking basic or low-cost financial advice
Specialties
- 401(k) plan reviews for employers
- retirement distribution options
Certifications
- Accredited Asset Management Specialist (AAMS)
- Accredited Wealth Manager (AWM)
What makes them different
- Provides customized solutions tailored to unique financial objectives
- Offers a complimentary 401(k) plan benchmarking review
- Belongs to the Investment Management Consultants Association
- Years in business
- Since 1992
- Serves
- Cornelius
Distilled from this business's own website.
Contact & Location
- Address
- 6000 Fairview Rd Ste 500, Charlotte, NC 28210
- Phone
- 7042642766
- Website
- https://us.rbcwealthmanagement.com/chris.teague...
- chris.teague@rbc.com
Services
- wealth management
- financial planning
- investment strategy