Harmony Wealth Group
Consultant
Has Website
Verified Hours
Why pick this one
Harmony Wealth Group offers comprehensive financial consulting for retirement planning, with experience highlighted by satisfied clients over nearly a decade.
Best for
- comprehensive retirement planning
- clients needing thorough financial guidance
- individuals seeking advice on life and health insurance
Look elsewhere if
- clients looking for low-cost or budget-only financial options
- those who prefer standard investment advice without personalized planning
Specialties
- retirement income planning
- risk management
- investment guidance
- life insurance advice
- health insurance planning
Certifications
- RICP
What makes them different
- Travis Griffin has a decade of experience providing financial consulting
- Focuses on comprehensive financial planning rather than just investment advice
- Offers free retirement assessments to clients
- Active engagement in client education through blogs and videos
What reviewers say
- {'theme': 'expertise', 'sentiment': 'positive', 'quote': 'Travis is clearly very knowledgeable on his field and we trust him greatly!'}
- {'theme': 'comprehensive service', 'sentiment': 'positive', 'quote': 'Travis goes the extra mile in looking at the entire financial picture.'}
- Serves
- Locust
Distilled from public reviews, this business's website, and editorial sources.
Contact & Location
- Address
- 127 Ray Kennedy Dr, Locust, NC 28097, USA, Locust, NC 28097
- Phone
- (704) 289-7283
- Website
- https://harmonywealthgroup.com/