Gregory Snoor, Main View Wealth LLC - Main View Wealth LLC
Why pick this one
Main View Wealth offers personalized financial planning and has over 18 years of experience in guiding clients towards their financial goals.
Best for
- individual financial planning
- needs of medical professionals
- financial strategies for business owners
Look elsewhere if
- budget-sensitive financial services
- simple investment advice without customization
Specialties
- financial planning
- asset protection
- wealth management
- 401(k) and IRA rollovers
- disability and extended care needs
Certifications
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- personalized financial guidance tailored to individual needs
- hands-on support for every phase of financial journey
- focus on building lifelong partnerships
- customized strategies for healthcare and business professionals
- Years in business
- 18
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 14819 Ballantyne Village Way Ste 1100, Charlotte, NC 28277
- Phone
- 8034313517
- Website
- http://www.mainviewwealth.com/
Services
- custom financial solutions
- charitable planning
- retirement planning
- education planning
- employee benefits