Reviews for Carolina Retirement Planners

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  • Aug 2024

    Carolina Retirement Planners is a financial services firm dedicated to providing comprehensive retirement planning solutions to individuals and families in Southeastern North Carolina. The company's founder, a former engineering and consulting professional, brings a unique and more skeptical perspective to the industry, driven by a personal passion for financial literacy and a desire to make a meaningful impact on people's lives. The firm's team of knowledgeable and friendly professionals, led by David S., are praised for their ability to educate clients on complex retirement planning concepts, put their minds at ease, and offer personalized guidance. Clients appreciate the firm's proactive approach, which includes regular check-ins, educational events, and the facilitation of connections with trusted legal professionals. Carolina Retirement Planners is committed to helping clients achieve their retirement goals, whether it's retiring sooner than expected or gaining a fresh perspective on their financial plans. With a focus on true, accurate, and up-to-date retirement education, the firm has earned a reputation for excellence in the local community.

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From Carolina Retirement Planners

True, accurate & up-to-date retirement education is severely lacking in our area. Thus, the reason I am passionate about bringing financial literacy to everyone in Southeastern NC. More than just being interested in retirement planning, I have a more personal connection to my career. In the 70s, I graduated from Cornell Engineering School & followed the expected path, working for Corning Glass and then CibaGeigy. For over 20 years, I worked in engineering & consulting, with a goal of making money for companies. In 2001, I decided it would be more meaningful for me to help individuals & families. Since then, I have focused on retirement planning. My path, gives me a different mindset, perhaps more skeptical than most others in this industry

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: ClosedFriday: 9AM - 1PM
Saturday: ClosedSunday: Closed

Tips

 online appointments  on-site services