Cindy McGinniss
Why pick this one
Cindy McGinniss offers comprehensive financial planning and has over 125 years of experience in wealth management.
Best for
- comprehensive financial planning
- wealth management for diverse client needs
Look elsewhere if
- short-term financial advice
- in-person consultations only
Specialties
- Retirement Planning
- Asset Allocation
- Risk Management
Certifications
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- Life Insurance License
What makes them different
- Over 125 years in business
- Comprehensive, personalized financial plans
- Convenience of remote consultations via phone or secure video call
- Access to a team of experienced financial professionals
- Years in business
- 125
- Serves
- Charlotte, All of US
Distilled from this business's own website.
Contact & Location
- Address
- 128 S. Tryon St., Ste 300, Charlotte, NC 28202
- Phone
- 7043383912
- Website
- https://foundation.firstcitizens.com/nc/charlot...
- Cindy.McGinniss@firstcitizens.com
Services
- Wealth Management
- Financial Planning