A4 Wealth Advisors

A4 Wealth Advisors

New
Offers online services
New
Offers online services

About

We are your financial concierge. We are here to serve our clients and make sure that they're financially educated in order to make sound decisions about investment planning. We offer investment and retirement planning, insurance planning, tax planning, medicare planning, long-term care planning, and much more. Our consultations are free so make your appointment today. Visit us on the web at www.a4wealth.com

We are a team of local fiduciaries that help people's retirement dreams come true, how can we not love that! We help with the emotional rollercoaster that comes along with being an investor ... we plan for the unexpected so that our clients feel financially secure even during uncertain times.

Feel free to check us out on Google or visit our site: https://a4wealth.com/

Facebook: https://www.facebook.com/a4wealthadvisors/

Linkedin: https://www.linkedin.com/company/a4-wealth-advisors-llc/

-Shauntae Funkhouser

704-897-0267


Highlights

16 years in business
Serves Huntersville , NC
Offers online services

Social media


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

$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

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    Services offered

    Financial Services And Planning