Rob Armstrong, Financial Advisor
Financial Advising
Why pick this one
Rob Armstrong, Financial Advisor has over four decades of experience guiding business owners through critical financial decisions.
Best for
- business owners needing exit planning
- individuals seeking retirement income optimization
- clients wanting a consolidated financial strategy
Look elsewhere if
- those seeking strictly transactional financial services
- clients looking for quick fixes without comprehensive planning
Specialties
- financial planning for business owners
- personal financial planning
- retirement income optimization
What makes them different
- consultative approach tailored to client needs
- focus on consolidation of financial efforts
- supports both business owners and personal planning
- monthly fee-based subscription planning available
- Years in business
- over four decades
Distilled from this business's own website.
Contact & Location
- Address
- 6115 Park South Dr, Charlotte, NC 28210-0104
- Phone
- +17046191669
- Website
- http://www.cplanning.com/
Services
- financial advising
- business financial planning
- personal financial planning