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Tax & Estate Planning

Our well established position in Charlotte, NC has allowed us to build lasting relationships with local CPAs, Estate Planning Attorneys and Family Law practitioners.

Guiding our clients towards the right professional in these areas and coordinating ongoing efforts regarding tax and legal matters is part of our service - and again is included in our basic asset-based fee.

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  •   6100 Fairview Road, Suite 1210 , Charlotte, North Carolina 28210
  •   704-674-5804
  •   pj@fairviewfinancial.com

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