Rutledge Financial Partners
Financial Advising
Why pick this one
Rutledge Financial Partners offers personalized financial planning services tailored to individual needs and is located in Matthews, North Carolina.
Best for
- families planning for college expenses
- individuals seeking retirement strategies
- business owners needing financial planning
Look elsewhere if
- looking for quick, transactional financial advice
- prefer cookie-cutter financial solutions
Specialties
- financial planning
- retirement planning
- investment management
- estate planning
- college planning
Certifications
- AAMS
- CRPC
- APMA
- CFP
- LPL Financial
What makes them different
- holistic approach to financial strategies
- no proprietary products
- team of diverse professionals
- personalized service
- ongoing education on investment opportunities
- Serves
- Matthews, Charlotte, Union County, Mecklenburg County
Distilled from this business's own website.
Contact & Location
- Address
- 1013 Chestnut Ln, Matthews, NC 28104-8566
- Phone
- +17046840671
- Website
- http://www.rutledgefinancialpartnersllc.com/
- johnny.rutledge@lpl.com
Services
- wealth management
- financial advising
- business strategies
- insurance solutions