Charleston Wealth Advisors 886 Johnnie Dodds Blvd Category: Certified Financial Planners
|
 |
More Contacts Of Charleston Wealth Advisors
http://www.facebook.com/CharlestonWealth (Facebook)
Company representatives
Manuel Martinez, owner
About Charleston Wealth Advisors
Financial Planning and asset management for individuals, families and small businesses.
Charleston Wealth Advisors, LLC was founded on the principal that all clients should have a trusted financial advisor with fully independent research, unbiased recommendations, and commission-free products.
We stand strongly by the notion that everyone should have access to quality financial advice at an affordable price.
We believe in establishing close relationships with our clients and their families and building a firm that will serve them for many generations.
Products and Services
- Financial Planning
- Insurance Planning
- Investment Management
- Estate Planning
- College Planning
Opening Hours
Saturdays by appointment only.
- SundayCLOSED
- Monday9:30 AM to 6:30 PM
- Tuesday9:30 AM to 6:30 PM
- Wednesday9:30 AM to 6:30 PM
- Thursday9:30 AM to 6:30 PM
- Friday9:30 AM to 6:30 PM
- SaturdayCLOSED
Business categories
- Financial Planning Consultants
- Invested Management
Location Type
Headquarters
Revenue
$275,000 - $300,000
Employees
2 to 4
Years In Business
16
Memberships
- Certified Financial Planner Board of Standards, Inc.
- Financial Planning Assocation
Additional information
We are "client-centric". We are all about "one-on-one" personal consultations. Our practice is relationship-based and focused on providing extraordinary service.
Rating
Browse U.S. states for Certified Financial Planners
