Karp Financial Strategies
Why pick this one
Karp Financial Strategies has over 30 years of experience helping clients with personalized financial planning and investment management.
Best for
- clients seeking retirement planning
- individuals requiring personalized financial advice
Look elsewhere if
- clients looking for low-cost investment options
- those wanting purely transactional financial services
Specialties
- retirement income flow strategies
- personalized financial planning
Certifications
- CLU
- ChFC
- CASL
What makes them different
- founded in 1993
- over 30 years of experience
- personalized attention in financial planning
- dynamic strategies for investment management
- dedicated community involvement
- Years in business
- 30
Distilled from this business's own website.
Contact & Location
- Address
- 139 W Mcneely Ave, Mooresville, NC 28115
- Phone
- 7046581929
- Website
- http://www.karpfinancial.com/
- clientservices@karpfinancial.com
Services
- financial advisory
- investment management