Your Journey Financial Advisors
Why pick this one
They are part of Thrivent, a Fortune 500 company with 120 years of financial services experience and a focus on holistic planning.
Best for
- personalized financial planning
- wealth management
- life insurance needs
- community-focused financial advice
Look elsewhere if
- budget-sensitive clients
- those seeking purely transactional financial services
Specialties
- life insurance
- disability income insurance
- investment management
- financial planning
- charitable giving integration
Certifications
- CFP®
- ChFC®
- CLU®
- FIC
- CEPA®
- CLTC®
- BFA™
What makes them different
- part of Thrivent, a Fortune 500 company
- member-owned financial services organization
- focus on building deep client relationships
- commitment to community impact
- holistic financial approach
- Years in business
- 120
- Serves
- Charlotte, Claremont, Hickory, Gastonia
Distilled from this business's own website.
Contact & Location
- Address
- 4530 Park Rd, Ste 109, Charlotte, NC 28209
- Phone
- 7045252657
- Website
- https://connect.thrivent.com/your-journey-finan...
- taylor.rogersflanagan@thrivent.com
Services
- financial advising
- insurance services
- investment services
- planning services