Michael Raymond - Thrivent
Why pick this one
Michael Raymond provides retirement planning, portfolio management, and wealth transfer strategies through Trailhead Financial Group in Western North Carolina.
Best for
- retirement planning
- wealth transfer strategies
- portfolio management and investment services
- business owners needing financial planning or business structuring
- Spanish-speaking clients
- women seeking personalized financial planning
- clients wanting phone, virtual, or in-person meetings
Look elsewhere if
- clients seeking legal, accounting, or tax advice directly from the financial advisor
Specialties
- retirement planning
- wealth transfer strategies
- portfolio management
- investment services
- business structuring
- financial planning
Certifications
- MBA
- Chartered Financial Consultant (ChFC)
- Fellow of the Insurance and Financial Professionals (FIC)
- Certified Exit Planning Advisor (CEPA)
- Life and Health insurance licenses
What makes them different
- Founded in 2024 by Michael Jay Raymond
- Michael Raymond joined Thrivent in 2018
- Serves the Spanish-speaking community
- Specializes in supporting women and business owners
- Offers phone, virtual, and in-person meetings
- Serves
- Hendersonville, Asheville, Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 14 Towne Place Drive, Suite 210, Hendersonville, NC 28792
- Phone
- 8779586603
- Website
- https://connect.thrivent.com/michael-raymond?ut...
- trailheadfinancialgroup@thrivent.com
Services
- financial planning
- managed accounts
- dedicated planning services
- investment advisory
- insurance services