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      Fairview Financial

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      Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

      6100 Fairview Rd Ste 1210, Charlotte, NC 28210

      704-916-7646

      CLOSED NOW: 
      Today: 9:00 am - 4:30 pm
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      DETAILS
      General Info
      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.
      Extra Phones

      TollFree: 800-809-9209

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Life Insurance, Retirement Planning Services, Taxes-Consultants & Representatives
      Services/Products
      Investment Management, Financial Planning, Annuities
      Neighborhood
      Beverly Woods
      AKA

      Fairview Financial LLC

      Other Links

      http://www.fairviewfinancial.com

      https://www.fairviewfinancial.com

      Other Information

      Certifications: Certified Financial Planner

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.