Clc Financial Services
Financial Service
Why pick this one
CLC Financial provides retirement income planning, asset management, and legacy strategies for North Carolina clients, with over half a century of service.
Best for
- Retirement income planning
- Federal employees preparing for retirement
- Clients coordinating asset management and legacy planning
- Business owners needing benefits, defined benefit pensions, or succession plans
- Individuals planning for Medicare and other health care needs
Look elsewhere if
- Customers seeking banking, lending, or short-term financial transactions
- Customers seeking services unrelated to retirement, wealth, insurance, business, legacy, or health care planning
Specialties
- retirement income planning
- asset management
- legacy planning
- insurance planning
- federal employee retirement planning
- business succession planning
- health care and Medicare planning
What makes them different
- Serving clients for over half a century
- Customized strategies based on each client's accumulated assets, needs, and retirement timeline
- Retirement planning resources specifically addressing federal employees
- Offers retirement-focused educational podcasts and workshops
- Years in business
- over 50 years
Distilled from this business's own website.
Contact & Location
- Address
- 2565 Ravenhill Dr Ste 2d, Fayetteville, NC 28303-5414
- Phone
- 19107388226
- Website
- https://www.clcfinancial.com
Services
- retirement planning
- wealth management
- asset management
- legacy planning
- insurance planning
- business financial planning
- health care planning