The McCollum Group
Financial Service
Why pick this one
The McCollum Group has been providing customized financial planning for 50 years and is recognized by Forbes as a Best-in-State Wealth Advisor.
Best for
- comprehensive financial planning for various life stages
- investment strategies aligned with personal goals
Look elsewhere if
- seeking low-cost, basic investment advice
- no interest in personalized financial planning
Specialties
- comprehensive financial planning
- investment strategies
Certifications
- Certified Financial Planner (CFP)
What makes them different
- recognized as a 2024 Best-in-State Wealth Advisor by Forbes
- offers a customized approach to finances
- has served hundreds of households since 1973
- Years in business
- 50
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- Two Morrocroft, 4064 Colony Rd, Charlotte, NC 28211-3751
- Phone
- +17043674524
- Website
- http://mccollum-group.com/
- tmccollum@janney.com
Services
- financial advising
- wealth management