United Capital Financial Advisors
Bank Credit Union
Why pick this one
United Capital Financial Advisors customizes financial strategies around individual values and offers proprietary tools like GuideCenter® for ongoing management.
Best for
- customized financial planning
- wealth management for individuals
- comprehensive estate planning
Look elsewhere if
- seeking purely low-cost financial products
- looking for basic banking services without personalized strategies
Specialties
- financial planning
- wealth management
- estate planning
- income tax planning
- insurance strategies
Certifications
- CFP®
- fiduciary
What makes them different
- offers proprietary financial planning tool GuideCenter®
- focuses on understanding client's mindset with HonestConversations®
- customizes financial strategies based on individual values
- provides ongoing adjustments to financial plans
- provides access to advisors 24/7 through an online portal
- Response time
- no cost or obligation initial discussion
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 831 E Morehead, Ste 350, Charlotte, NC 28202
- Phone
- 7043776945
- Website
- https://unitedcapitalwealth.com/location/charlo...
Services
- financial advising
- wealth management
- retirement planning