Mike Williams - Thrivent
Why pick this one
Thrivent offers personalized financial planning and has been serving clients for over 120 years as a Fortune 500 company.
Best for
- individuals seeking financial guidance
- personalized insurance solutions
- investment management for diverse portfolios
Look elsewhere if
- individuals needing budget-focused financial solutions
- those seeking very basic insurance products
Specialties
- personalized financial planning
- life insurance customization
- disability income insurance
- investment management
Certifications
- FIC
- CFP
- CLU
- ChFC
- CEPA
What makes them different
- member-owned financial services organization
- serves over 2.4 million clients
- community impact focus
- Fortune 500 company
- Years in business
- over 120 years
- Serves
- Charlotte, Claremont, Hickory, Gastonia
Distilled from this business's own website.
Contact & Location
- Address
- 4530 Park Rd, Ste 109, Charlotte, NC 28209
- Phone
- 7045252657
- Website
- https://connect.thrivent.com/mike-williams?utm_...
- taylor.rogersflanagan@thrivent.com
Services
- financial advice
- insurance
- banking