Carolina Financial Partners & Associates, LLC

CONNECT

Address:

452-A Matthews-Mint Hill Rd
Matthews, NC 28105

Phone:

704-845-1058,Toll Free: 1-800-439-0188 ,Mobile: 704-771-3747

Fax/Other:

980-339-3770

Additional Services

Through our affiliation with United Planners Financial Services, Member FINRA/SIPC, we are able to offer the following services:

Personal Retirement Accounts:

Tradional IRA, Rollover IRA, Roth IRA, SEP IRA, Simple IRA and I-401k

Small Business 401k Plans:

Turn key plans from established retirement plan providers, designed to fit your business needs.

College Savings Plans:

529 investment plans

Estate Planning:**

Charitable Remainder Trusts, Donor Advisor Funds*, Irrevocable Life Insurance Trust

**We work with your estate planning and legal professionals to assist you with your estate plan.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck