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Reviews for Centerpoint Wealth Strategies
Add your commentCenterpoint Wealth Strategies
6115 Park S Dr #200, Charlotte
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6115 Park S Dr #200, Charlotte
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Keith is exactly what we needed from our financial advisor. He sets clear expectations and goals that matched what we needed during this time in our life. He is realistic and worked closely with EVERY aspect of our financial goals (current and future) to ensure we are ALL on the same page. We recommend Keith Taylor at Centerpoint Associates for your financial advising needs!