sandy solomon axa
Financial Advising
Why pick this one
They have 28 years of experience in financial advising and emphasize a collaborative approach to personalized financial strategies.
Best for
- comprehensive wealth management
- retirement planning
- personalized financial strategy development
Look elsewhere if
- clients seeking budget-based financial services
- those who prefer automated financial consulting without personal interaction
Specialties
- financial planning
- wealth management
- estate planning strategies
- risk management
Certifications
- ChFC
- CLU
- RICP
What makes them different
- 28 years of industry experience
- full-service wealth management firm
- collaborative financial strategy development
- focus on client education and relationship building
- no minimum net worth requirement for new accounts
- Years in business
- 28
Distilled from this business's own website.
Contact & Location
- Address
- 11325 N Community House Rd, Charlotte, NC 28277-0524
- Phone
- +17045403000
- Website
- http://www.wsandysolomon.com/
- william.solomon@equitable.com
Services
- financial advising
- retirement planning
- wealth management