Justin Popham
Why pick this one
They provide customized financial planning and have over 125 years of experience in wealth management.
Best for
- personalized investment strategy implementation
- long-term financial planning
Look elsewhere if
- those seeking budget-based investment options
- individuals desiring purely transactional financial services
Specialties
- goals-based investment solutions
- customized financial planning
Certifications
- Certified Financial Planner (CFP®)
What makes them different
- long-standing heritage in wealth management
- offers personalized investment strategies
- team consistently monitors investment strategies
- provides tailored financial solutions
- Years in business
- over 125 years
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 128 S Tryon St, Charlotte, NC 28202
- Phone
- 7043383858
- Website
- https://foundation.firstcitizens.com/nc/charlot...
- Justin.Popham@firstcitizens.com
Services
- wealth management
- investment strategy implementation
- financial consulting