user

CHRIS C. CRENSHAW FINANCIAL SERVICES, LLC

Financial Services

Overview

As the founder of Chris C. Crenshaw Financial Services, LLC, I have over forty years of investment advisory experience and offer expertise in Retirement & Investment Portfolio Management, Personal Financial Planning, Estate Analysis & Planning, and Risk Management & Insurance. The mission of our firm is to provide personalized investment services to high-net worth clients that allows them to meet their short and long-term goals. By employing a balanced approach, we allocate assets to achieve maximum portfolio performance relative to a client's risk tolerance and liquidity needs while striving to educate them about the investment process so they have a complete understanding of their financial plan.

  • 27707, Tall Ridge Road, Regency at Palisades, Charlotte, Mecklenburg County, North Carolina, 28278, United States

    Get Direction