Lucas Beatty - Thrivent
Why pick this one
Lucas Beatty - Thrivent has over 120 years of experience in financial advising and serves clients in Charlotte and surrounding areas.
Best for
- personalized financial planning
- investment management
- life insurance needs
Look elsewhere if
- budget-sensitive options
- one-size-fits-all financial services
Specialties
- customized financial planning
- life insurance
- disability income insurance
- investment advice
- small business services
Certifications
- ChFC
- CLU
- FIC
- CEPA
- CFP
- CLTC
- BFA
What makes them different
- part of a Fortune 500 company
- over 2.4 million clients served
- commitment to community impact
- member-owned financial services organization
- Years in business
- 120
- Serves
- Charlotte, Claremont, Hickory, Gastonia
Distilled from this business's own website.
Contact & Location
- Address
- 609 South New Hope Rd., Ste. 101, Gastonia, NC 28054
- Phone
- 7045252657
- Website
- https://connect.thrivent.com/lucas-beatty?utm_s...
- taylor.rogersflanagan@thrivent.com
Services
- financial advising
- insurance services
- investment management