Carolina Wealth Management, Inc.

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Description

  • We are Carolina Wealth Management.An independent, registered investment advisory firm based on solid investments that are focused on the individual, not the investment. Integrity. Professionalism. Independence. We are committed to these principles. They direct our fund management, our investment programs, and our financial advice. Our competitive edge is that we work for you and only you. With independent and unbiased views of todays financial markets, we have a huge advantage over our competition. We can offer a multitude of services that are ideal for your financial portfolio. By combining a commitment to education, with unequaled personal service, Carolina Wealth Management is able to take your investments to the next level. With educational workshops, private consultations and regular investment reviews, we can create a portfolio where you are in charge. Carolina Wealth Managements superior counseling and guidance are the basics of building sound financial portfolios. They align investments with your current financial needs and take advantage of impressive opportunities towards achieving those goals. Prompt access to investment performance information is essential to the success of your portfolio.
  • location

    Headquarters:1706 A East Arlington Boulevard , Greenville, North Carolina, United States

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  • Carolina Wealth Management, Inc. phone

    Phone Number: +1 252-439-1344

  • Carolina Wealth Management, Inc. website

    Website: https://www.mycarolinawealth.com

  • Carolina Wealth Management, Inc. employees

    Employees:9

  • Carolina Wealth Management, Inc. revenue

    Revenue:$1 - 10M

  • Carolina Wealth Management, Inc. legal name

    Legal Name:Carolina Wealth Management, Inc.

  • Carolina Wealth Management, Inc.'s Social Media

    Carolina Wealth Management, Inc. linkedin
  • done Is this data correct?
  • |  NAICS Code: 523930  |

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Person level website identification

Client Services Manager for Carolina Wealth Management, Inc.

Adam Osterbur

Client Services Manager

Person level website visitor identification

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Adam Osterbur

Client Services Manager

Frequently Asked Questions regarding Carolina Wealth Management, Inc.

  • Where are Carolina Wealth Management, Inc.'s Headquarters?

    Carolina Wealth Management, Inc.'s Headquarters are in 1706 A East Arlington Boulevard ,Greenville,North Carolina,United States

  • What is Carolina Wealth Management, Inc.'s phone number?

    Carolina Wealth Management, Inc.'s phone number is +1 252-439-1344

  • What is Carolina Wealth Management, Inc.'s official website?

    Carolina Wealth Management, Inc.'s official website is https://www.mycarolinawealth.com

  • What is Carolina Wealth Management, Inc.'s Revenue?

    Carolina Wealth Management, Inc.'s revenue is $1 - 10M

  • What is Carolina Wealth Management, Inc.'s NAICS code?

    Carolina Wealth Management, Inc.'s NAICS code is 523930

  • How many employees are working in Carolina Wealth Management, Inc.

    Carolina Wealth Management, Inc. has 9 employees

  • What is Carolina Wealth Management, Inc.'s Industry?

    Carolina Wealth Management, Inc. is in the industry of Financial Services

  • Who is Carolina Wealth Management, Inc.'s Client Services Manager?

    Carolina Wealth Management, Inc.'s Client Services Manager is Adam Osterbur

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