Company Information

Get to know Retirement & Estate Advisors, Inc

Founded in 1996, Retirement & Estate Advisors, Inc. is an independent, fee-only Registered Investment Advisor (RIA) based in Charlotte, North Carolina. The firm's mission is to provide objective, expert financial planning and advice on an hourly, as-needed basis, making professional guidance accessible to people of all income levels. They specialize in a wide range of services including comprehensive financial planning, investment advice, retirement planning, and estate planning, operating without selling any products or receiving commissions to ensure their advice is unbiased.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Retirement & Estate Advisors, Inc

United States

Founded in

1993 (33 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.