Indian Trail Financial Planners

INDIAN TRAIL, NC

Financial Planners are in Indian Trail

Indian Trail Financial Planners are TOP RATED

Zip code:

Join Now

Angie's List has trusted reviews

on Indian Trail Financial Planners

"... been with them for over 15 years. i am satisfied with the service provided. i would continue to use them...."

"... roll over my ira from a previous employer. i also wanted to start a roth ira. i felt like my agent took all the time i required to get the information i needed to make an informed intelligent investment...."

View More Indian Trail Financial Planners

Access to trusted reviews, the best Financial Planners and exclusive discounts!

Memberships allow Angie’s List to certify that all reviews are real reviews from real members—no fake, bogus, or anonymous reviews here!
Members can choose from tons of deals and discounts for projects they need to do, like 30% off exterior home painting!
Businesses can’t pay to be on Angie’s List, which means they can’t buy their way to better ratings.
If a project goes badly, Angie’s List has a complaint resolution team standing by to help you.

Indian Trail Financial Advising Articles

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

Don't get buried by funeral planning scams

The average funeral costs more than $4,000 - avoid costly mistakes and make sure your final investment is sound.

Earn tax credits in 2011 with energy-saving home projects

Find out what seven energy-saving home projects are available for federal tax credits this year.

Angie's List In The Press

Indian Trail Financial Planners Reviews

"... the optimal asset allocation. he has been responsive to following our priorities. he listens to his clients and develops ideas based on their needs...."

"... as we asked a lot of questions. he brought up issues we had never considered before...."

"... we just moved into the state so i had a complicated tax form. but he allowed for everything to go very smooth. he saved me a lot of money. his prices were very reasonable...."

"... in constantt contact when needed bu phone, email and alos office appointments...."