Finance Elevation Hub

Carolina Wealth Partners - Chapel Hill, North Carolina

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 50101 Governors Dr, Chapel Hill, NC 27517.
Phone: 8888175410.
Website: carolinawealth.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Carolina Wealth Partners

☎️8888175410

⏰ Open Hours of Carolina Wealth Partners

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Carolina Wealth Partners is a reputable financial planner located at 50101 Governors Dr, Chapel Hill, NC 27517. The company can be contacted by phone at 8888175410 and through their website at carolinawealth.com. Their specialties include financial planning. They offer several features for their clients such as online appointments, onsite services, a wheelchair accessible entrance, parking lot, and restroom. Appointments are recommended.

Carolina Wealth Partners has received positive feedback from their clients. Many have praised the company and its lead financial advisor, Mike Davies, for their professionalism, understanding of the market, and concern for individual situations. They have been recognized for not just focusing on the bottom line but ensuring that their clients and their families are well taken care of. The company boasts an impressive average rating of 5/5 on Google My Business.

👍 Reviews of Carolina Wealth Partners

Carolina Wealth Partners - Chapel Hill, North Carolina
Christi L. P.
5/5

Let me just tell you, that Mike Davies is a true professional. Not only does he understand the market, and the best approach for investing to make money, he understands and cares about each, individual, situation. He’s not concerned about the bottom line, unlike some other financial advisors. He is more concerned about making sure that you and your family are truly, taken care of. I highly recommend that you call him if you are ready to invest in the future, or just need some advice.

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