Exencial Wealth Advisors in Huntersville

Horário de funcionamento

Segunda-feira: 08:00 - 17:00
Terça-feira: 08:00 - 17:00
Quarta-feira: 08:00 - 17:00
Sexta-feira: 08:00 - 17:00

M-W 8am-5pm, Th Closed, F 8am-5pm, Sa-Su Closed

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Exencial Wealth Advisors Prestador de serviços

13801 Reese Boulevard, Suite 155
28078 Huntersville

7047660574
https://exencialwealth.com/

Derrick Longo, MBA, Wealth Advisors at Exencial Wealth Advisors in Huntersville, North Carolina.

Pete Trontis, CFA Charterholder, Senior Portfolio Manager at Exencial Wealth Advisors in the Huntersville, North Carolina Office.

Spencer Noble, Trading Team Manager at Exencial Wealth Advisors, based out of the Huntersville, North Carolina office

Jeff Hibbeler, CFA Charterholder, Director of Portfolio Management and Senior Portfoilo Manager at Exencial Wealth Advisors in Huntersville, North Carolina

Karen Boschert, Wealth Advisors at Exencial Wealth Advisors in Huntersville, North Carolina

James 'Jim' Bailey, Senior Wealth Advisor at Exencial Wealth Advisors in Huntersville, North Carolina

Kaye Tahiliani, Senior Wealth Advisor at Exencial Wealth Advisors in Huntersville, North Carolina

Jason Brown, MBA, Senior Wealth Advisor at Exencial Wealth Advisors in Huntersville, North Carolina

Pete Hunt, Director of Client Services at Exencial Wealth Advisors in Huntersville, North Carolina

Descrição

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.