Walker Capital Preservation Group
Financial Advising
Why pick this one
Walker Capital Preservation Group offers secure document uploads and online scheduling, streamlining the financial advising process.
Best for
- retirement planning and management
- federal employee retirement strategies
- tax-efficient legacy planning
Look elsewhere if
- quick financial consultations
- budget-sensitive short-term financial advice
Specialties
- Federal Benefits Analysis
- Retirement Income Forecasting
- Future Tax Rates & Tax-Free Concepts
- Social Security Maximization Strategies
- Estate Planning & Tax-Efficient Legacy
What makes them different
- offers online scheduling for appointments
- provides a secure file upload system for documents
- conducts retirement webcasts
- available for weekend appointments by request
- Response time
- a member of their team will be in touch shortly
Distilled from this business's own website.
Contact & Location
- Address
- 227 W 4th St, Charlotte, NC 28202-1545
- Phone
- +17048793137
- Website
- http://www.walkercpg.com/contact/
- info@walkercpg.com
Services
- financial advising