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Concierge

We are committed to helping our clients with everything they need.

CONCIERGE SERVICE

We are committed to helping our clients in every aspect of their lives

We encourage our clients to call us. We want to be a resource and help you any way possible.

  • Estate Planning & Settlements

    Our financial advisors can help prepare for a loved one’s passing or pick up the pieces after they’re gone.

  • Shredding Parties

    Destroy your sensitive documents and hang out with our team.

  • Mentor Days

    Get help with high school or college student work when you need it.

  • Purchasing Assistance

    We can help find, budget for, and buy cars, boats, and more.

  • Travel Planning Assistance

    Need tickets or a rental car? Let us handle the heavy lifting.

  • Insurance Reviews

    We’ll help push for better coverage and cheaper premiums for your family.

Start making your days a little easier.

GET STARTED

Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through Garnett Retirement Group, a registered investment advisor. Garnett Retirement Group, a division of Hub International Carolinas and Hub International are not affiliated with LPL Financial.

The financial professionals associated with Garnett Retirement Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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