WealthPlan Financial Group
Financial Advising
Why pick this one
Freitag Financial Group has over 20 years of experience and operates as a fee-only advisor, prioritizing client interests without commissions.
Best for
- personalized financial planning
- objective investment management
- tax-efficient strategies
Look elsewhere if
- investment advisory requiring commission-based products
- clients seeking limited services without comprehensive support
Specialties
- comprehensive financial planning
- investment management
- tax planning
- estate planning
Certifications
- Certified Financial Planner
What makes them different
- fee-only advisor
- fiduciary relationship with clients
- partners with CPAs and attorneys
- focus on transparency and conflict-free advice
- Years in business
- over 20 years
Distilled from this business's own website.
Contact & Location
- Address
- 15720 Brixham Hill Ave, Charlotte, NC 28277-0741
- Phone
- +17043571099
- Website
- https://www.freitagfinancialgroup.com
- info@freitagfinancialgroup.com
Services
- financial advising