Focus Wealth Planning
3630 Poplar Tent Road, Concord, NC 28027
Location & Phone number
3630 Poplar Tent Rd Suite C, Concord, NC 28027, United States
About the Business
Focus Wealth Planning is a premier financial institution located at 3630 Poplar Tent Road in Concord, North Carolina, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. At Focus Wealth Planning, we prioritize client satisfaction and strive to build long-lasting relationships based on trust and transparency. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
9:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I recently started my own Engineering Firm and chose Focus Wealth Planning to establish the new company 401K plan and advise me. I would highly recommend Focus Wealth Planning. They really understand small business and made me more comfortable with my investments. David and Anna transformed a potentially stressful transition into an educational and enjoyable process. Jeremy Earl"
"I feel so fortunate to have found David Nifong. He is also my mother’s financial advisor and he takes such good care of us. I can always count on him and his staff to answer my questions and advise us. We are definitely in good hands!!!"
"David Nifong has been a very efficient and caring financial advisor. We feel he has led us in the right direction for our financial needs . My husband Jack and I support him and would highly recommend him for anyone seeking financial assistance."
"I have been working with David for many years now. The Staff at FWP provide very good financial planning. Their money management is personalized to my situation. They are very experienced and offer advise to help with finances."
"David and Lisa handled my mother's accounts for many years. After her passing, I had no idea what where to begin except to call them. They held my hand every step of the way with sound advice. Their assistance in distributing donations to various charities and other tasks was none less than perfect. Not to mention the personal attention to me during this difficult time. Not only do I have great advisors but have made sweet friends."
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