Creech Financial
Financial Service
Why pick this one
They empower clients with a holistic financial planning approach and are affiliated with LPL Financial, the largest independent broker-dealer in the U.S.
Best for
- pre- and post-retirees
- small business owners
- clients needing comprehensive financial planning
Look elsewhere if
- seeking budget-sensitive financial services
- looking for extremely quick, one-time financial advice
Specialties
- retirement income planning
- 401(k) rollover services
- investment management
- long-term financial planning
- asset allocation
Certifications
- Member FINRA/SIPC
- Financial Advisor
- Registered Investment Adviser
What makes them different
- Affiliated with LPL Financial, the nation's largest independent broker-dealer
- Empowers clients through education on markets and investment strategies
- Offers a holistic approach to client financial planning
- Serves
- Dacula, Fort Mill
Distilled from this business's own website.
Contact & Location
- Address
- 10800 Sikes Pl, Charlotte, NC 28277-8119
- Phone
- +17045970472
- Website
- http://blackbridgefinancial.com/
Services
- financial planning
- investment management
- estate planning
- risk management