Magnolia Capital Partners
Financial Service
Why pick this one
Magnolia Capital Partners provides personalized financial services with a focus on dedicated fiduciary commitment and collaborative planning.
Best for
- retirement planning
- legacy planning
- estate strategy development
Look elsewhere if
- those seeking low-cost, no-frills financial services
- clients looking for basic financial advice without collaboration
Specialties
- estate strategy development
- retirement planning
- personalized financial service
What makes them different
- dedicated fiduciaries
- focus on personalized financial DNA
- collaborative financial planning
Distilled from this business's own website.
Contact & Location
- Address
- 7401 Carmel Executive Park Dr, Charlotte, NC 28226-0402
- Phone
- +19802563766
- Website
- http://www.MagnoliaCapitalPartners.com/
- b.ozer@magnoliacapitalpartners.com
Services
- financial services
- investment strategies
- estate management