David Wilburn
Financial Service
Why pick this one
David Wilburn leads a team with nearly a decade of experience in holistic financial planning tailored to diverse client needs.
Best for
- individuals seeking comprehensive financial advice
- families needing retirement and estate planning
- business owners looking for succession planning
Look elsewhere if
- clients preferring only tax preparation services
- those seeking basic financial advice without planning complexity
Specialties
- holistic financial planning
- retirement planning
- estate planning
- wealth management
- risk management
Certifications
- Chartered Financial Consultant (ChFC)
- Certified Public Accountant (CPA)
What makes them different
- David Wilburn is the Chief Investment Strategist and has nearly a decade of experience
- Focus on empowering clients through holistic planning
- Serves clients across more than 20 states
- Offers tailored strategies that evolve with clients' needs
- Years in business
- nearly a decade
- Serves
- Baton Rouge, Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 11325 N Community House Rd, Charlotte, NC 28277-0524
- Phone
- +17045402930
- Website
- https://www.twcfinance.com/
- joseph@twcfinance.com
Services
- financial advisory
- wealth management
- investment strategy
- tax planning
- business succession planning