Kingfisher Capital
Why pick this one
Kingfisher Capital offers a unified in-house team of financial experts tailored to individual client needs.
Best for
- comprehensive financial planning
- wealth management for families
- estate and tax planning
Look elsewhere if
- simple financial tasks requiring minimal input
- one-time low-cost services
Specialties
- financial planning
- tax planning & preparation
- investment management
- estate planning
- insurance solutions
Certifications
- fiduciary
What makes them different
- a unified in-house team of planners, investors, accountants, and estate specialists
- an institutional-grade portfolio managed by over 100 investment professionals
- a hand-picked wealth advisor focused on individual client needs
- a boutique fiduciary with national strength
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 201 S College St Ste 2250, Charlotte, NC 28244
- Phone
- 7043331710
- Website
- http://www.kingfishercapital.com/
Services
- financial planning
- investment management
- tax planning
- estate planning
- insurance services