Spartan Financial Management

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9711 David Taylor Dr Ste 169
Charlotte, NC 28262
+1 (980) 288-4551
http://www.spartanfinancialmanagement.com

History

We started Spartan Financial Management, LLC in 1993. Our mission, in the beginning, was to allow a full-service financial consultant to the largest aspect of the community that can not benefit from advisors that are geared to high net worth clients. We provide protection in the form of tax management, life insurance health insurance and retirement systems for the middle class & working class.

Specialties

We are the primary firm that will take care of all your financial planning needs i.e.taxes, insurance, wealth management. We work with assets 30k - 10MM. We have a vast network. We also work with seniors and Medicare-eligible clients.

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