Climer Wealth Management Group
Why pick this one
Climer Wealth Management Group brings over 50 years of combined experience and a family-oriented approach to wealth management.
Best for
- families seeking multi-generational financial planning
- clients needing assistance with retirement and estate planning
Look elsewhere if
- clients looking for low-cost investment options
- individuals who prefer a transactional financial service approach
Specialties
- retirement planning
- estate planning
- asset allocation strategies
- financial education for heirs
What makes them different
- family-oriented approach to wealth management
- over 50 years of combined experience
- comprehensive planning process tailored to client goals
Distilled from this business's own website.
Contact & Location
- Address
- 6101 Carnegie Blvd Ste 200, Charlotte, NC 28209
- Phone
- 7044264978
- Website
- https://climerwealth.lpl.com/
- Michael.Climer@lplfinancial.com
Services
- wealth management
- financial planning
- insurance advice