Thrivent - Fairway Financial Group
Financial Service
Why pick this one
Thrivent - Fairway Financial Group connects clients with advisors through no-cost initial meetings and a financial organization founded in 1902.
Best for
- retirement planning
- life insurance and family protection
- mutual fund investing
- ongoing investment management through managed accounts
- clients seeking financial planning connected to charitable giving and community impact
Look elsewhere if
- people seeking tax preparation or accounting services
- people seeking emergency financial assistance
- investors who do not meet the managed-account program's stated $25,000 minimum investment
Specialties
- retirement planning
- life insurance
- mutual funds
- managed accounts
- dedicated financial planning
What makes them different
- Member-owned fraternal financial organization founded in 1902
- Initial advisor meeting offered at no cost and with no obligation
- Managed Accounts Program lists a $25,000 minimum investment and typical fees of 0.9%-1.4%
- A++ Superior rating from AM Best, Aa2 Excellent rating from Moody's and AA+ Very Strong rating from S&P Global
- Offers financial advice, investments, insurance, banking and generosity programs
- Years in business
- 120
Distilled from this business's own website.
Contact & Location
- Address
- 3309 Jaeckle Dr Ste 110, Wilmington, NC 28403-2648
- Phone
- 19107773367
- Website
- http://thrivent.com
Services
- financial planning
- investment management
- life and health insurance
- mutual funds
- banking
- generosity programs