Tactical Investment Advisors
Financial Advising
Why pick this one
Tactical Investment Advisors focuses on clients with over $500,000 in investable assets and has a team with over 50 years of combined experience.
Best for
- small business owners with annual net profits over $500,000
- high net worth individuals looking for safe growth
- individuals planning for retirement income
Look elsewhere if
- clients with less than $500,000 to invest
- those seeking general financial advice without specific tax strategies
Specialties
- tax strategies for business owners and property owners ready to exit highly appreciated properties
- retirement income planning
Certifications
- North Carolina Registered Investment Advisor
What makes them different
- three advisors with more than 50 years of combined experience
- offers a performance only or management fee structure for investments over $1,000,000
- specifically targets clients with investable assets over $500,000
- Response time
- schedule a free consultation
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 9820 Northcross Center Ct, Huntersville, NC 28078-7356
- Phone
- +19802801502
- Website
- http://www.Tacticalinvestmentadvisors.com/
- info@tacticalinvestmentadvisors.com
Services
- financial advising
- asset management