Rick Croffut, Financial Advisor located in Monroe, NC

Financial Advisor
Rick Croffut

ChFC®, CEPA®, AAMS®, CKA®
107 E Jefferson St Ste C, Monroe, NC 28112opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Intergenerational Planning

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

  • Golfing
  • Pets
  • Spending Time with Family
  • Traveling
  • Community Outreach

Team Members

  • Susan Arthur
    Sr. Branch Office Administrator
  • Alyssa Seigler
    Sr. Branch Office Administrator
  • Alissa Martos
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(704) 226-1822

Fax

(877) 222-9219

Office Address

107 E Jefferson St Ste C
Monroe, NC 28112opens in a new window

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