Thrivent Financial
Why pick this one
They specialize in faith-based financial planning and assist clients in the 'retirement red zone'.
Best for
- retirement planning
- Christian values-based financial advice
Look elsewhere if
- seeking non-faith-based financial services
- services unrelated to financial planning or insurance
Specialties
- financial planning for retirement
Certifications
- LUTCF
- FIC
- RICP
- CLTC
What makes them different
- focus on faith-based financial choices
- serve clients in 11 states
- team of five with over 90 years of combined experience
- specializes in the 'retirement red zone'
- Years in business
- 22
- Serves
- Salisbury, Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 940 Copperfield Blvd NE, Concord, NC 28025
- Phone
- 7047869388
- Website
- https://connect.thrivent.com/gary-samuelson/
- PiedmontRegionalTeam@thrivent.com
Services
- financial advice
- insurance
- investments
- banking