Pinzker and Associates, LLC
Financial Advising
Why pick this one
Pinzker and Associates has 30 years of experience providing personalized wealth management services using a rules-based investment approach.
Best for
- personalized wealth management
- fiduciary investment services
Look elsewhere if
- clients seeking budget investment options
- those preferring non-fiduciary advisors
Specialties
- fiduciary portfolio management
- syndicate account management
- insurance management
Certifications
- FINRA
What makes them different
- rules-based disciplined approach to investing
- three decades of experience in investment and planning services
- personalized financial planning based on individual client circumstances
- Years in business
- 30
Distilled from this business's own website.
Contact & Location
- Address
- 700 East Blvd, Charlotte, NC 28203-4892
- Phone
- +17048861433
- Website
- http://www.pinzkerandassociates.com/
- PinzkerTeam@europac.net
Services
- full-service wealth management