Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > North Carolina > Charlotte > Stephen E. Repak, Jr., CFP®
Find the Certified Financial Planner™
Who's right for you.

Stephen E. Repak, Jr., CFP®

Repak Financial Services

7540 Matthews-Mint Hill Road
Charlotte, NC 28227
Phone: (704) 545-9771
Fax: (704) 545-0946

Toll-free: (888) 860-8360

Print Profile

View Map

Get Directions

Saved in Saved Planners

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Government & Military
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life 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.