BBB Accredited Business Profile

Wealth & Retirement Advisors, LLC

Wealth & Retirement Advisors, LLC

(704) 926-7555

Wealth & Retirement Advisors, LLC

15 years in business
11121 Carmel Commons Blvd Ste 160
Charlotte, NC 28226-1902
Additional Phone Numbers
  • (844) 926-7555
BBB File Opened: 08/26/2010
Business Started: 11/01/2002
Business Started Locally: 11/01/2002
Business Incorporated: 08/16/2013 in NC
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Rick Aiken, Principal
Contact Information
  • Ms. Robin Greene, Office Manager
  • Ms. Kristina Pace, Operations Assistant
Business Category
  • Financial Planning Consultants
  • Accident Insurance
  • Health Insurance
  • Medicare
  • Life Insurance
  • Long Term Care Insurance
  • Retirement Planning Services
  • College Savings Plans

Alternate Business Names
  • Wealth Financial Group
  • Wealth Financial Group SE
  • College Planning Professionals of the Carolinas
  • College Funding Professionals of the Carolinas
  • College Planning and Funding Professionals of the Carolinas
  • College Funding and Planning Professionals of the Carolinas

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: 
5

Wealth & Retirement Advisors, LLC

Wealth & Retirement Advisors, LLC

BBB ACCREDITATION SINCE 09/20/2010

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