Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > North Carolina > Charlotte > James D. Rice, CFP®
Find the Certified Financial Planner™
Who's right for you.

James D. Rice, CFP®

Rice & Associates

Ste. 302
8832 Blakeney Professional Dr
Charlotte, NC 28277
Phone: (704) 944-2060 x 111
Fax: (704) 847-6922

Print Profile

View Map

Get Directions

Save to Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Succession Planning
  • Women's Finances

 

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.