Offers online services
About
Very knowledgeable and professional service that allows client to understand their financial situation.
Helping people achieve their financial goals
Highlights
Hired 2 times
3 employees
18 years in business
Serves Charlotte , NC
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
Reviews
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RP
Robert P.
I am still looking for someone that is more local
February 21, 2021
•Hired on Thervo
NM
Naomi M.
Everything about her is perfect
November 30, 2019
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
After introduction, with client'si premission, I ask a series of probing questions to determine need. Set an appointment. Get job completed quickly.
Services offered
Wills And Estate Planning
Legal Document Preparation
Business Consulting
Marketing Agency
Business Tax Preparation
Individual Tax Preparation
Accounting
Social Media Marketing
Hr And Payroll
Financial Services And Planning
Web Design
E Commerce Development