Investment & Retirement Advisors, Llc
Financial Service
Why pick this one
Investment & Retirement Advisors was formed in 2011 and offers personalized retirement and investment plans through an LPL Financial affiliation.
Best for
- Personalized retirement planning
- Investment strategies tailored to individual financial goals
- Clients seeking regular financial-planning meetings and communications
- Employers seeking retirement plan advising
Specialties
- retirement planning
- personalized investment strategy
- comprehensive financial planning
- retirement plan advising
Certifications
- Accredited Investment Fiduciary (AIF)
- Certified Plan Fiduciary Advisor (CPFA)
- Series 7
- Series 63
- North Carolina Life and Health Insurance license
- LPL Financial affiliation
What makes them different
- Formed in 2011 to provide a people-first advising process
- Team has more than 48 years of combined financial-asset advising experience
- Creates personalized, comprehensive plans based on each client's financial situation and goals
- Provides regular meetings and communications to help clients stay on track
- LPL Financial affiliation provides access to market research, technology, and non-proprietary investment products
Distilled from this business's own website.
Contact & Location
- Address
- 241 Green St, Fayetteville, NC 28301-5025
- Website
- http://www.investmentretirementadvisors.com
- bonnie.hatley@lpl.com
Services
- financial planning
- investment management
- retirement planning
- retirement plan services