Schrum Private Wealth Management
Financial Service
Why pick this one
Schrum Private Wealth Management specializes in retirement planning and has a team with certified professionals dedicated to client interests.
Best for
- individuals and families planning for retirement
- clients with $500,000 or more in investments
Look elsewhere if
- clients looking for commission-based financial advisors
- those seeking services outside of retirement and investment planning
Specialties
- retirement planning
- investment planning
- tax planning
- estate planning
- insurance planning
Certifications
- CFP
- CIMA
- NSSA
What makes them different
- Fee-only advisor with no commissions or hidden fees
- Team includes professionals with Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) designations
- Legally obligated to work in clients' best interest
- Specializes in assisting families and individuals nearing or in retirement
- Offers a free retirement assessment
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4325 Lake Boone Trl, Raleigh, NC 27607-7509
- Phone
- +19199481835
- Website
- http://www.schrumpw.com/
- owen@schrumpw.com
Services
- financial services