Trailhead Financial Group
Financial Advising
Why pick this one
Trailhead Financial Group creates personalized financial strategies for individuals, families, and businesses through phone, virtual, or in-person meetings.
Best for
- Individuals seeking personalized financial strategies
- Families navigating financial goals
- Businesses seeking financial guidance
- Clients seeking wealth advising and insurance services
- Clients who prefer phone, virtual, or in-person meetings
Look elsewhere if
- Clients needing legal, accounting, or tax advice
Certifications
- Thrivent team practice
- ChFC®
- FIC
- CEPA®
- MBA
What makes them different
- Thrivent is owned by its members rather than shareholders or investors
- Thrivent reinvests profits into the people and communities it serves
- Meetings are available by phone, virtually, or in person
- Team includes Michael Raymond, who holds MBA, ChFC®, FIC, and CEPA® designations
- Team serves individuals, families, and businesses
- Serves
- Hendersonville, Asheville, Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 14 Towne Pl Dr Ste 210, Hendersonville, NC 28792
- Phone
- +18779586603
- Website
- http://thrivent.com/trailhead
- trailheadfinancialgroup@thrivent.com
Services
- Financial advising
- Wealth advising
- Insurance services
- Personalized financial strategies