Simplified Financial - Lincolnton, North Carolina

Simplified Financial is a reputable investment service and financial planning company located at 333 E Main St, Lincolnton, NC 28092. The company is known for its exceptional customer service and has received high praise from clients. Their phone number is 980-222-7404, and their official website is simplified-financial.com. They specialize in investment services and financial planning.

Features and Services

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom

Testimonials

Many clients have shared their positive experiences with Simplified Financial.

Carmen is a superb financial adviser. I’ve known her for many years and trusted her with our investments for the past 5 years. Her communication has been vital to the success of our accounts. I highly recommend Carmen Andrews to oversee your financial investments and future.

With an impressive 13 reviews on Google My Business, Simplified Financial has maintained a stellar reputation. The average opinion of their clients is a perfect 5/5.

Summary

Simplified Financial is a well-established financial planning company that offers investment services and has received numerous positive reviews from satisfied clients. Located in Lincolnton, NC, they provide convenient accessibility options, including a wheelchair accessible entrance, parking lot, and restroom. Their expertise and reputation make them a top choice for those seeking financial guidance.

👍 Reviews of Simplified Financial

Paula S.

5/5

Carmen is a superb financial adviser. I’ve known her for many years and trusted her with our investments for the past 5 years. Her communication has been vital to the success of our accounts. I highly recommend Carmen Andrews to oversee your financial investments and future.

Chuck F.

5/5

I have been working with Carmen for several years now and plan on staying with her and her staff for the foreseeable future. Carmen and her staff are very knowledgeable and I have been very satisfied with her help on my finances. Carmen and her staff is extremely helpful, polite, friendly, supportive in all of their endeavors to perform in the excellent service that they give.

Mandy C.

5/5

Carmen has always taken great care of us and our retirement account needs! She explains everything very thoroughly and listens to our concerns! We love working with Carmen!

Ronnie H.

5/5

Carmen has been my financial advisor now for the past 7 years very personable lady always responds quickly she keeps up with the latest investment trends. I would highly recommend her for all your financial needs.

Robert W.

5/5

Carmen has worked with me on my investment portfolio for many years even before there was Simplified Financial. She takes a personal care of my finances. I enjoy working with her and I would recommend her to anyone.

Erin D.

5/5

We are so happy we found Carmen! She and her team are great to work with and we finally have peace of mind for our future. And they always put the personal touch on service. Highly recommend!

Marilyn-Alwayslearning

5/5

I have been with Carmen for years before she branched out on her own. I have always found her to be very helpful as she explains all this financial stuff. I trust Simplified Financial with finances in this senior moment in my life.

James F.

5/5

Carmen has been my financial advisor for at least 15 years. Her office is quick to respond and almost always available, as well as handling my money wisely!