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Home > Financial Planner Directory > North Carolina > Chapel Hill > Lawrence F. McManus, Jr., CFP®, MBA
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Lawrence F. McManus, Jr., CFP®, MBA

Team Wealth Planning and Management, Inc.

1525 E Franklin St
1st Flr
Chapel Hill, NC 27514
Phone: (919) 942-8145
Fax: (800) 299-1732

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Tangible Assets
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.