Llewellyn Financial

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Natalie Raatz is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Charlotte, NC make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Bayrock Investment Co is a financial services firm based in Charlotte, NC, specializing in investment management and advisory services. With a focus on personalized strategies and client-centric solutions, the company aims to help individuals and businesses achieve their financial goals through sound investment practices. Generated from their business information

JECohen is a nationally recognized wealth and investment management firm established in 2015, dedicated to providing personalized financial strategies for individuals and institutions alike. With a strong commitment to client-centric service, the firm has effectively served 659 clients and maintained an impressive 99% client retention rate since its inception. Offering a comprehensive suite of services, JECohen specializes in financial planning, investment management, and tailored strategies that address the unique financial goals of its clients. The firm prides itself on its inclusive approach, believing that wealth management should be accessible to everyone, regardless of their circumstances. Generated from the website