Happel Financial
Financial Advising
Why pick this one
Happel Financial offers investment guidance and uses an initial consultation to match clients with a financial professional based on background and requirements.
Best for
- People seeking investment guidance tailored to their personal situation
- Clients wanting financial recommendations explained before making decisions
- People seeking an initial consultation to identify an appropriate financial professional
Specialties
- investment guidance
- financial planning
What makes them different
- Initial consultations are used to match clients with a financial professional based on background and requirements
- Recommendations include explanations of practical financial solutions
- The firm emphasizes service after the sale as a founding principle
- Brad and Rosalie founded the firm after working in insurance and annuity sales
Distilled from this business's own website.
Contact & Location
- Address
- 1305 Coach Rd Ste e, Reidsville, NC 27320
- Phone
- +13366340650
- Website
- http://bradhappel.com/
- brad@bradhappel.com
Services
- financial advising
- investment planning