Financial Planner & Director of Research
Meet Jimmy (bio)
Financial Planner & Founder
Meet Chris (bio)
Director of Technology
Meet Dave (bio)
Financial Planner & Founding Partner Meet Chris (bio)
Financial Planner & Director of Research
Meet Jimmy (bio)
Director of Technology
Meet Dave (bio)
Goldman Sachs is one of the world’s largest providers of financial services. Founded in 1869, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, investment banking, and many other financial products and services to more than 3 million individuals and institutions. Goldman Sachs oversees more than $2 Trillion in assets worldwide. For more information about Goldman Sachs, visit goldmansachs.com.
Our firm values the unparalleled support Goldman Sachs provides to make sure we are giving our clients the best possible experience when working with our firm.
521 East Blvd, Charlotte, NC 28203
(by appointment only)
fax: (704) 626-3462