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  6. Straub Retirement Planning, LLC

Straub Retirement Planning, LLC

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2359 PRIMETER POINTE PKWY CHARLOTTE, NC 28208 Get Directions

(704) 357-8500

www.sharpadvisors.net

Business Info

  • Founded 2011
  • Incorporated NC
  • Annual Revenue $94,000.00
  • Employee Count 1
  • Industries Personal Financial Services
  • Contacts Kelly Straub

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Company Summary

Retirement planning doesn’t have to be complicated. You know what it took to get you where you are: Hard work, realistic goals, and above all, integrity. Chances are you’ve got a handful of dreams and some idea of where you want to take them. What you need now is someone who can grasp your vision and help chart a course to give it life.

Kelly Straub and SHARP ADVISORS know all about dreams. Their vision was to build an investment team made of the same stuff as their clients. Success hinged on independent, professional, market savvy specialists, willing to work with clients from a different approach; Build lifelong relationships centered on making retirement a rewarding journey. No patronizing. No special interests. No voice mails spewing out generic stock information. Just real people who understand that retirement planning isn’t just about numbers – it’s about financial, emotional, and spiritual wealth that may last for the rest of your life.

Kelly Straub and SHARP ADVISORS realized their dream. And, they were right – getting to really know clients just naturally inspires a higher level of concern; a desire to deliver what is promised; and the conscience to be honest enough to speak the plain, simple truth. The stuff you’re made of. The stuff SHARP ADVISORS is made of too.

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