Financial Management Consulting locations near Charlotte, NC

Altavista Wealth Management

📍 125 Cottage Pl, Charlotte, NC, 28207

📞 704-334-9739

GCG Wealth Management

📍 9115 Harris Corners Pkwy, Charlotte, NC, 28269

📞 704-372-4491

JP Financial Group LLC

📍 6000 Fairview Rd Ste 1200, Charlotte, NC, 28210

📞 704-543-6269

🌐 www.jpfinancialgroupllc.com

In 2009 Palmer embarked on her entrepreneurial journey and founded JP Financial Group. At JP Financial Group, Palmer seeks to empower women to be proactive in making safe, simple and smart financial decisions. Palmer partners with her clients to take a holistic look at financial planning that encompasses analysis of cash flow, life insurance, retirement income strategies, and long-term care health insurance protection of individuals and family assets.