About Carolina Retirement Planners
Reviews for Carolina Retirement Planners
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Monday: ClosedTuesday: ClosedWednesday: 9AM - 5PM
Thursday: ClosedFriday: ClosedSaturday: ClosedSunday: Closed
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Carolina Retirement Planners is a financial services firm dedicated to providing comprehensive retirement planning solutions to individuals and families in Southeastern North Carolina. The company's founder, a former engineering and consulting professional, brings a unique and more skeptical perspective to the industry, driven by a personal passion for financial literacy and a desire to make a meaningful impact on people's lives. The firm's team of knowledgeable and friendly professionals, led by David S., are praised for their ability to educate clients on complex retirement planning concepts, put their minds at ease, and offer personalized guidance. Clients appreciate the firm's proactive approach, which includes regular check-ins, educational events, and the facilitation of connections with trusted legal professionals. Carolina Retirement Planners is committed to helping clients achieve their retirement goals, whether it's retiring sooner than expected or gaining a fresh perspective on their financial plans. With a focus on true, accurate, and up-to-date retirement education, the firm has earned a reputation for excellence in the local community.
The staff has been incredibly helpful, especially with repeated request for info I misplaced. We feel so confident with Samantha and reassured when we have concerns. We are so happy being a Carolina Planners client.
A wonderful group of people. We are very lucky to have them managing our retirements.
They are all about making you feel like you are part of their family. We feel appreciated by each member of the team!!😎😃🤓
Sam is a knowledgeable financial planner who works with you to analyze your comprehensive financial picture and helps you create a plan that allows you to meet your individual goals! She helps you identify potential pitfalls and improvements to better position you for lifelong security. Most importantly, she is genuine and down to earth! We strongly recommend Sam and Carolina Retirement Planners to provide guidance navigating the complexities of comprehensive retirement planning!