Forest Capital Corp.
Financial Service
Why pick this one
They provide personalized investment management with over 30 years of experience among their key personnel.
Best for
- wealth accumulation
- risk management
- income generation
Look elsewhere if
- those seeking packaged investment products like mutual funds and ETFs
Specialties
- portfolio management
- estate planning
- tax strategies
Certifications
- CPA
- CFP
- CFA
What makes them different
- focus on individual securities to minimize fees
- personalized investment management since 2003
- in-depth experience of over 30 years for key personnel
- Years in business
- 20
- Serves
- Concord
Distilled from this business's own website.
Contact & Location
- Address
- 2400 Crownpoint Executive Dr, Charlotte, NC 28227-6726
- Phone
- +17047508000
- Website
- http://forestcapital.net/
- dcoulter@forestcapital.net
Services
- investment management
- financial planning
- portfolio review