Lisa Raye Hund, MBA
Financial Advising
Why pick this one
Lisa Raye Hund has been providing financial advising since 1997, focusing on personalized strategies for retirement and wealth management.
Best for
- individuals approaching retirement
- parents of special needs children
- business owners seeking financial strategies
Look elsewhere if
- those seeking minimal, budget-sensitive options
- clients looking for one-size-fits-all solutions
Specialties
- financial planning for retirement
- financial planning for special needs children
- financial strategies for the sandwich generation
- investment advice for high income earners
- financial tips for business owners
Certifications
- ChFC®
- CExP™
- MBA
What makes them different
- team-based approach with access to top specialists for every financial aspect
- focus on long-term client relationships with open communication
- emphasis on educating clients about financial concepts and products
- commitment to a client-first, no excuses culture
- Response time
- quickly with a thoughtful answer
- Years in business
- since 1997
Distilled from this business's own website.
Contact & Location
- Address
- 4201 Congress St, Charlotte, NC 28209-4203
- Phone
- +18032421288
- Website
- http://www.lisarayehund.com/
- lisa_hund@cplanning.com
Services
- financial advising
- investment advice
- retirement planning
- insurance planning
- wealth management