Sally McLeod Wealth Management
Phone
551-315-5062
Description
Sally McLeod currently holds Chartered Retirement Plans Specialist℠, CRPS® designation. Sally graduated from University of North Carolina Kenan Flagler Business School with a finance concentration. Sally develops individualized wealth strategies including investment, lending, insurance, tax and estate planning to meet clients' needs and goals.
Year established
2017
Categories
Financial Services, Financial Planning Consultants, Financial Planners
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