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

Our Firm-Serving Our Clients...

Carolina Financial Partners & Associates,LLC works with individuals,families and business owners of all ages to acheive their goal to build wealth and retirement income.

No matter where you are on your wealth journey, Carolina Financial Partners' team of professionals will guide your investments and insurance needs with a customized wealth management plan.

Our emphasis on finding answers and developing financial strategies for the investment* and financial concerns of our clients is designed to address some common and some not so common needs.


Carolina Financial Partners offers individual and corporate services in:

Financial Planning*

Investments*

Tax-savings Strategies

Risk Management

Retirement and Estate Planning*

Municipal and Corporate Bonds*

Life Insurance (Term,Universal,Whole Life)

Fixed Annuities

Long Term Care Insurance

Disablity Insurance

 

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