ATLANTE, December 13, 2022 /PRNewswire/ — Ty J. Young Wealth Management, one of from Atlanta leaders in financial consulting, announced the acquisition of Charlotte Financial Services, LLC. Situated at Matthews, North Carolinathe company offers retirement planning and wealth management services to investors through North Carolina. The acquisition is the 26th Ty J. Young Wealth Management has made in the past four years, significantly expanding the company’s presence across United States.
“We are delighted to have the opportunity to serve the clients of Charlotte Financial Services LLC,” says the founder and CEO Ty Young. The acquisition was completed in November 2022 and expands the services and resources Charlotte Financial Services clients will now have access to as part of the Ty J. Young Wealth Management family.
“When I started planning for my retirement, I wanted to make sure my clients would receive the ongoing personal attention they expected and deserved.,” said John Kastraba, father, CEO of Charlotte Financial Services. “I was introduced to Ty Young and its organization of professional financial advisors with the experience to handle any current or future financial needs of any client. Ty J. YoungInc. has the reputation I’ve been looking for and I’m proud to hand them my awesome client book.”
Learn more about Ty J. Young Wealth Management at https://www.tyjyoung.com
About Ty J. Young Wealth Management
Ty J. Young Wealth Management is one of the largest independent wealth management firms in the United States. Founded by Ty J. Young in 1998, the firm managed more than $1 billion of assets for more than 7,000 clients nationwide. They are recognized as a thought leader in investment management, retirement planning and insurance with Ty Young frequently featured on CNBC, Forbes, Fox Business and more. To learn more about Ty J. Young Wealth Management, visit: https://www.tyjyoung.com/
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SOURCE Ty J. Young Wealth Management