FairWay Financial
Financial Service
Why pick this one
FairWay Financial emphasizes client-tailored planning and fiduciary responsibility, ensuring strategies are aligned with individual goals.
Best for
- individuals seeking personalized financial plans
- those requiring retirement and estate planning assistance
- small businesses looking for financial continuity strategies
Look elsewhere if
- clients looking for quick, one-size-fits-all solutions
- those with strictly budget-based financial needs
Specialties
- retirement planning
- IRA & 401(k) rollovers
- small business financial planning
- college planning
- estate planning
- tax planning
Certifications
- CFP®
What makes them different
- they focus on personalized financial planning through the 'Y.O.U. Meeting'
- they are fiduciaries acting in the best interest of clients
- founded by experienced professionals with a commitment to client education
- team-based oversight ensures diverse perspectives in financial strategies
- Serves
- Matthews, Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 2409 Plantation Center Dr, Matthews, NC 28105-5297
- Phone
- +19802454757
- Website
- http://www.fairwayfinancialnc.com/
- info@fairwayfinancialnc.com
Services
- private wealth management
- financial planning
- investment management
- insurance services
- asset management