BUOYANT FINANCIAL
Updated 15 days ago
Suite 211, Charlotte, NC 28203
Sure, we at Buoyant Financial understand forecasting models and outlooks, volatilities of financial climates, the ebbs and flows of the markets, but we also understand people and the importance of personal relationships...
We're not paid commissions, and there are no conflicts of interest within the firm. Some large banks and investment firms function with "dual hats;" simultaneously working as both investment advisor and broker or insurance salesperson, while claiming potential conflicts are disclosed. Buoyant Financial purposely steers clear of these murky waters...
The relationship between a client and advisor is a personal connection. Buoyant Financial establishes the client-advisor relationship with a dialogue to highlight where you are now, what your goals and desires are, and how we will reach those goals.
Also known as: Buoyant Financial, LLC