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Financial Advisors
Hours:
M-F 8-5
Driving Directions:
7207 IBM Dr Charlotte, NC 28262
• Please be sure to use Waze maps as many have gotten lost with Apple & Google Maps.
• Looking for the Innovation Park sign #8 that has 7201
Not your typical financial advisor, Lauren Barricklow, is focused on building relationships over transactions when it come to connecting the dots of your financial life to your desires. Her relational approach paired with customized strategic planning allows her to primarily serve families, realtors, business owners, & friends.
Lauren seeks to serve others with a unique approach to financial advising through intentionality, purpose, & trust. This experience helps clients with processing their financial decisions so they can have peace of mind with their money and their future, through a plan that is easy to understand while working with someone they trust.
Lauren's experience helps
- Empower you to make the right decisions that help you to sleep at night
- Take the worry of money and turn it to clarity and confidence
- Live in freedom with a plan you feel is best for you
Why work together?
- You want peace of mind
- You want someone with shared values & goals
- You want someone you can trust
- You want to leave a lasting legacy, beyond money
- You want a clear plan that is easy to understand
Areas of help
- Consolidating Accounts
- Inherited Accounts
- Retirement (Pre & Post)
- Life Insurance
- Joint accounts with spouse
- Investment Accounts
- Full Planning