Scott H. Angel
Why pick this one
Scott H. Angel provides tailored financial strategies and has been serving clients in the Charlotte area for over 125 years.
Best for
- individuals seeking comprehensive wealth management
- families planning their financial future
- business owners looking for succession planning
Look elsewhere if
- clients looking for quick loan approvals
- individuals needing minimal financial planning services
Specialties
- Business Succession Planning
- Estate Planning
- Investment Planning
- Retirement Planning
- Tax Planning
Certifications
- Certified Financial Planner
What makes them different
- Tailors financial plans to individual client needs
- Coordinates with tax and legal professionals
- Comprehensive personalized financial plans
- Focus on strategic long-term planning
- Areas served include Metro Charlotte and Upstate SC
- Years in business
- over 125 years
- Serves
- Charlotte, Greenville, Concord, Huntersville, Cornelius
Distilled from this business's own website.
Contact & Location
- Address
- 128 S TRYON St, Charlotte, NC 28202
- Phone
- 7043384011
- Website
- https://foundation.firstcitizens.com/nc/charlot...
- scott.angel@firstcitizens.com
Services
- Wealth Management