Tiffany Rozek - UBS Financial Services Inc.

Rankin Wealth Management, based in Charlotte, NC, is a trusted financial advisory firm that has been providing professional and timely advice to generations of families. With a commitment to developing long-term relationships, they work closely with parents, grandparents, and children through every major life milestone, offering investment management and wealth planning services. Their team of experienced advisors, including Rick Verdone Jr., Bill Wynn Jr., Joseph Zentner, and Ellen Rankin, are dedicated to providing quality strategies customized to each client's needs. Rankin Wealth Management focuses on building trust, service, and integrity, going beyond managing money to build long-term relationships and friendships with their clients. They offer retirement income strategies, portfolio construction, equity and fixed income research, and estate planning services. With industry recognition and a commitment to quality client service, Rankin Wealth Management strives to be the primary source of financial advice for their clients.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Brian Moldenhauer will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Fairview Financial is an independent investment and wealth management firm located in the SouthPark area of Charlotte, NC. We specialize in providing efficient investment services tailored to the specific needs of our private and corporate clients. Our objective is to provide a very high level of individual attention, staying focused on the goal of targeting an appropriate level of risk while minimizing expenses - all in the pursuit of above average investment returns. We offer advisory services designed for individuals, including their retirement plans and trusts. All individual accounts are held at TD Ameritrade and can always be viewed online. We manage these accounts on a discretionary basis for an annual fee. Additionally, our securities business ( which is limited to Managed Futures funds for qualified investors ), is offered through Pacific West Securities, Inc, Member FINRA/SIPC. We also guide our clients in the selection of fixed annuities and represent several highly rated insurance companies. Our comprehensive 401 ( k ) consulting and advisory services utilize an open architecture approach and focus on eliminating conflicts of interest and minimizing total plan expenses. We are not affiliated with any other companies offering 401 ( k ) services and strive to provide completely unbiased advice. Fairview Financial is proudly independent and we strongly believe that we offer our clients the best of both worlds - independent and unbiased advice combined with financial services facilitated by some of the world's largest and most stable organizations - where careful investors can place their money with confidence. Thank you for your interest. Please call or email me directly if I can be of service.