Colby Bolick - Thrivent
Why pick this one
Colby Bolick - Thrivent is a CFP® and FIC wealth advisor serving through Your Journey Financial Advisors in Charlotte.
Best for
- Clients seeking purpose-based financial planning
- Wealth management and investment planning
- Life insurance and disability income insurance needs
- Retirement planning involving annuities
- Charitable giving strategies
- Small business financial strategies
Specialties
- purpose-based financial planning
- wealth advising
- life insurance
- disability income insurance
- managed accounts
- annuities
- charitable giving programs
- small business financial strategies
Certifications
- CFP®
- FIC
What makes them different
- Colby Bolick is identified as a CFP® and FIC wealth advisor
- Purpose-based planning connects clients’ values with financial priorities
- The team includes six highly experienced financial advisors, additional younger advisors, and six trained associates
- The practice has offices in Charlotte, Hickory, and Gastonia
- Thrivent is a member-owned financial services organization with more than 120 years of operating history
- Serves
- Charlotte, Hickory, Gastonia
Distilled from this business's own website.
Contact & Location
- Address
- 3238 W Main St, Claremont, NC 28610
- Phone
- 8284590076
- Website
- https://connect.thrivent.com/colby-bolick?utm_s...
- taylor.rogersflanagan@thrivent.com
Services
- dedicated planning services
- advice services
- insurance
- mutual funds
- investments
- generosity programs
- small business services