About the Business
WealthPlan Financial Group is an independent financial services provider dedicated to helping individuals, families, businesses and corporations reach their financial goals. Our team of experienced specialists offers a range of services including financial planning, wealth management, risk management and corporate and business solutions. We strive to provide tailored advice to our clients to ensure they achieve their financial objectives.
Our advisors are backed by the resources of Lincoln Financial Securities Corporation, offering clients access to a variety of investments, products and services. We are committed to providing the highest level of customer service and strive to maintain our reputation as a trusted and reliable partner.
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- Although our current entity was formed more recently, our insurance agency has had a presence in Charlotte, NC since the early 1900's through Jefferson Standard and Pilot Life, now known as Lincoln Financial Group.
- (704) 357-1099
- 15720 Brixham Hill Ave Ste 575, Charlotte, NC 28277
- Visit Website
Opening Time
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Mon
9:00 AM - 4:30 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 4:30 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed