Steve Repak, CFP®

CONNECT

Address:

7540 Matthews-Mint Hill Road
Charlotte, NC 28227

Phone:

704-545-9771

Fax/Other:

704-545-0946

Our Services

While developing a customized financial program, Steve will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, Steve will customize appropriate strategies to suit your vision and objectives. Steve can help you execute a sound financial program utilizing the following products and services:

 

 

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck