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Financial Education and Achievement

9 Elk Mountain Road Suite 2 Woodfin, NC 28804


828-221-2082 Call Directions Email

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Hours of Operation

  • M-F 9am-4pm
  • Sa-Su Closed

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About Financial Education and Achievement

Our firm specializes in preparing baby boomers for retirement and serving their needs throughout their retirement. We provide outstanding individualized service and attention to each client, always ready to serve and assist. Our firm offers a customized financial website for each client that aggregates their entire financial picture and provides a secure storage vault for all important documents. The majority of our client accounts are fee-based, which means our primary focus is managing money, not selling products. Financial products can play a role from time to time, but the overwhelming majority of new accounts are managed for an annual fee. This means we are dedicated to the long-term success and happiness of our clients.


Keywords / Tags

Long Term Care, 401 K Rollovers, Investment Advisor, Retirement Planning, Financial Advisor


Financial Education and Achievement is in the following categories:

Business Brokers, Financial Planners, Investment Managers, Investments


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Financial Education and Achievement Located at 9 Elk Mountain Road Suite 2, Woodfin, NC
Phone: 828-221-2082 http://www.financialea.net

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