Rachel Maryyanek, Financial Planner
Financial Service
Why pick this one
Rachel Maryyanek, a CERTIFIED FINANCIAL PLANNER™, crafts customized financial plans tailored to individual goals.
Best for
- individuals seeking tailored financial plans
- clients wanting a holistic financial approach
Look elsewhere if
- those needing quick, one-size-fits-all services
- clients looking for solely transactional relationships
Specialties
- financial planning
- retirement planning
- estate planning
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- customized financial plans tailored to individual goals
- holistic approach to financial well-being
- focus on building a positive relationship with money
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4350 Congress St, Charlotte, NC 28209-0002
- Phone
- +17045579742
- Website
- https://www.peloraadvisors.com/licensing
- tpg@financialguide.com
Services
- financial services
- holistic financial planning
- wealth management
- risk management