Personal Information
Organización/Lugar de trabajo
Charlotte, NC United States
Sector
Finance / Banking / Insurance
Sitio web
www.EpicCapital.com
Acerca de
Epic Capital is an independent multi-family financial planning and investment management firm located in Charlotte North Carolina. It was founded on four core principles: Experienced advice, Personalized attention, Independent thinking, and Client focus. These principles are the foundation of who we are, and what we provide for our clients each and every day. We hold ourselves to a higher standard. We strive for Ritz Carlton service with FedEx efficiency. This is one way of displaying our gratitude for the trust and confidence that our clients have placed in us.
Etiquetas
stock market
economy
stocks and bonds
bond market
stocks
cfp
financial planning
investing
global markets
bonds
market outlook
market insights
epic capital wealth managementt
investments
investment research
interest rates
financial p
business and economy
tax
personal finance
investment
eco
long term care insurance
long term care
elder care
roth ira
roth conversion
education
income tax levels
retirement plans
taxes
ira plans
estate tax
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