Robert Rich - Thrivent
Why pick this one
They are part of a Fortune 500 company with more than 120 years of experience in financial services.
Best for
- individuals seeking personalized financial planning
- people interested in community impact initiatives
- clients looking for comprehensive wealth management
Look elsewhere if
- looking for low-cost financial products
- prefer short-term advisory engagements
- need immediate financial solutions without long-term planning
Certifications
- FIC
- CFP
- CLU
- ChFC
- CEPA
What makes them different
- member-owned financial services organization
- Fortune 500 company
- serving over 2.4 million clients
- personalized financial blueprints
- commitment to community impact
- Years in business
- more than 120 years
- Serves
- Charlotte, Claremont, Hickory, Gastonia
Distilled from this business's own website.
Contact & Location
- Address
- 4530 Park Rd, Suite 109, Charlotte, NC 28209
- Phone
- 7045064587
- Website
- https://connect.thrivent.com/robert-rich?utm_so...
- taylor.rogersflanagan@thrivent.com
Services
- financial planning
- investment advice
- life insurance
- disability income insurance
- charitable giving programs