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About Carolinas Investment Consulting
Carolinas Investment Consulting is an independent, employee-owned investment consulting firm based in Charlotte, NC. They offer services including investment consulting, financial planning, and retirement plan management for families, corporations, endowments, and foundations across 34 states[1][4]. Their target audience includes businesses, executives, and families seeking personalized financial guidance. The unique selling proposition is their independence, allowing unbiased advice without conflicts of interest, combined with a personalized, family-friendly approach that sets them apart from larger financial conglomerates[1][4].
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