Best Interest Wealth Planning
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Best Interest Wealth Planning, based in Smithfield, NC, specializes in tailored investment management, estate planning, tax strategies, and insurance solutions to help clients effectively navigate their financial goals. The firm collaborates with local professionals, including estate attorneys and Certified Public Accountants, to ensure a comprehensive approach to safeguarding clients' financial futures.
Founded by Kevin Brown, a Certified Financial Planner with degrees in finance and economics, the firm emphasizes community engagement through involvement in local organizations such as the Rotary Club and Lions Club. Best Interest Wealth Planning is committed to providing personalized financial advice and planning services that prioritize each client's unique needs and aspirations.
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