Find the Certified Financial Planner™
Who's right for you.

Patrick A. Twiest, CFP®, ChFC

Lincoln Financial Group

6000 Fairview Rd
Ste 1550
Charlotte, NC 28210
Phone: (704) 943-2135

Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning

 

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.