Flat Fee Financial
919 Berryhill Road, Charlotte, NC 28208
Location & Phone number
919 Berryhill Rd Ste 102, Charlotte, NC 28208, United States
About the Business
Flat Fee Financial is a finance institution located at 919 Berryhill Road in Charlotte, North Carolina, United States. We specialize in making financial decisions on behalf of our clients, always acting in their best interest.
Our process begins with a free consultation call to determine how we can assist you. If we are a good fit, we will move on to creating a personalized financial plan based on your specific needs and goals. This plan will showcase the value we can provide to you and your family.
If we both agree that we are a good match, we will move forward with the onboarding process, which includes signing management agreements, opening accounts, and providing ongoing financial expertise and advice. At Flat Fee Financial, we are dedicated to helping our clients achieve their financial goals and secure a stable financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Stephen provides really valuable insights and tactics for optimizing your tax strategy. He has proven to be exceptionally knowledgeable and I trust his ethics. I leave a meeting confident that I've received the best advice out there. I wouldn't hesitate to recommend him to friends or family."
"I ran into Stephen today at a coffee shop and ending up talking about all the things he is doing for people. It seems like he is adding value and has really good experience from his previous decade in financial planning. I would definitely recommend taking a consultation with him you won't regret it."
"Stephen is very professional and knowledgeable! From the moment I walked in to the moment I walked out I felt like he truly looked at my individual situation and took the time to understand me, rather than spouting off “go-to” investment strategies some financial planners sell to every client. We went over my goals, concerns, and he helped me understand the “why” behind his investment advice. I will continue to use him and can’t recommend him enough"
"I can't recommend Stephen enough! Working with him has been a game-changer for my financial goals. His expertise, personalized approach, and unwavering commitment to my financial well-being has truly set him apart. Transparent, trustworthy, and always accessible, Stephen, has made navigating the financial landscape a breeze. If you're looking for a reliable and knowledgeable financial planner, look no further!"
"Stephen is an incredible financial advisor. He has taught me many strategies and perspectives that I would have never found on my own. He is incredibly professional and is a great choice for advising. I highly recommend him."
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