BBB Accredited Business Profile

Retiring Legacies

Retiring Legacies

(704) 277-1315

Retiring Legacies

14 years in business
227 W 4th St STE 320
Charlotte, NC 28202-1545
Additional Phone Numbers
  • (704) 277-1516
  • (704) 847-8010
BBB File Opened: 02/28/2011
Business Started: 03/01/2003
Business Started Locally: 03/01/2003
Business Incorporated: 04/02/2004 in NC
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Mr. Matthew D Lister, Managing Member
  • Ms. Renee Lister, Managing Member
Business Category
  • Financial Planning Consultants
  • Estate Planning & Management

Alternate Business Names
  • Renee Lister, CFP
  • Matt Lister, Estate & Financial Planner
  • Retiring Legacies, LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
2

Retiring Legacies

Retiring Legacies

BBB ACCREDITED SINCE 03/07/2011

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