Thrivent Financial Piedmont Regional Team
Financial Service
Why pick this one
They offer personalized financial advice and specialize in retirement planning, serving clients guided by Christian values.
Best for
- clients seeking faith-based financial advice
- individuals in the retirement red zone
- those looking for personalized financial planning
Look elsewhere if
- clients needing aggressive investment strategies
- those who prefer a non-faith-based approach to finances
Specialties
- retirement planning
- personalized financial advice
- financial clarity for individuals and families
Certifications
- LUTCF
- FIC
- RICP
- CLTC
What makes them different
- dedicated to serving clients guided by Christian values
- focus on long-term relationships
- serves 11 states across the U.S.
- team of five with over 90 years of combined experience
- Years in business
- 22
- Serves
- Salisbury, Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 2507 Jake Alexander Blvd S, Salisbury, NC 28146-5880
- Phone
- +17046330722
- Website
- https://connect.thrivent.com/piedmont-regional-team
- PiedmontRegionalTeam@thrivent.com
Services
- financial planning
- insurance
- investments
- generosity programs