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Home > Financial Planner Directory > North Carolina > Charlotte > Giles K. Almond, CFP®, CPA, PFS, CIMA
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Giles K. Almond, CFP®, CPA, PFS, CIMA

Matrix Wealth Advisors, Inc.

831 E Morehead St
Suite 760
Charlotte, NC 28202
Phone: (704) 940-4292
Fax: (866) 271-6399

Toll-free: (800) 493-3323

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Retirement
  • Personal Taxes

 

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.