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Helping H.E.N.R.Ys Accumulate Wealth & Business Owners Maximize Their Exit
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Helping H.E.N.R.Ys Accumulate Wealth & Business Owners Maximize Their Exit
6115 Park South Drive suite 200, Charlotte, NC 28210, USA
Yes
Wingate University Bachelor of Science, Accounting and Economics
Knights of Columbus (4th Degree)
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Michael R. Acosta, CFP®, ChFC®, CSLP® is a tremendous help with our financial journey. He is honest and up front. With our goals in mind and risk tolerance established, he has put us on track to take down student loans/debts as well as help give us the steps to help optimize our retirement nest egg. Even more so, he has given us tools and steps to help protect ourselves, our assets, and our future selves and family. We can’t thank him enough. He is friendly and has great family values. We highly recommend his services!
Personal Views of this client and their experience do not suggest future results. No compensation was provided.
My husband and I started working with Michael a little over two years ago. We were trying to figure out how to properly save, pay off debts, and invest. This process has not been easy, but Michael has been wonderful at guiding us through it all. He is knowledgeable and great at explaining the things we did not initially understand. I am so proud of how far we’ve come financially and we could not have done it without Michael. Working with Michael has been one of the best decisions we could have ever made for our family and our finances. Thank you so much, Michael, for all you continue to do to help us grow financially.
Personal views of this client and their experience do not suggest future results. No compensation was provided.
Michael has been great to work with over the years. He always takes my interests and concerns to consideration. He is often easily reachable for any questions or advise. I would highly recommend anyone to work with him for any financial concerns.
Personal views of this client and their experience do not suggest future results. No compensation was provided.
I have had the pleasure of working with Michael Acosta to accommodate mutual clients and their financial needs for many years and he has been fantastic! I had the opportunity to experience his process first hand before I personally became a client and I was blown away by his knowledge, consistency and his genuine passion for wealth management. He is a joy to work with and has helped my family and I build a solid, financial foundation that will allow us to successfully retire when we are ready for it. I am confident in his recommendations and I follow his advice wholeheartedly. He is the best of the best!
Personal views of this client and their experience do not suggest future results. No compensation was provided.
Michael is a great, knowledgeable guide in everything we’ve discussed. What has really set him apart is his ability and excitement to help me invest according to my Christian values. It was important for me not to invest in companies mistreating their employees or others, harming human life, destroying creation, or otherwise promoting evil. Michael found options that I’ve been very pleased with!
Personal views of this client and their experience do not suggest future results. No compensation was provided.
Michael is an exceptional financial planner with extensive knowledge in the finance field and the student loan industry. He truly cares about his clients and goes above and beyond to get you answers in a timely manner. He first helped me to obtain additional insurance in the event that I become disabled. He guided me on how to combine my retirement accounts and protect all of my assets (e.g., Umbrella policy). He reached out to me and encouraged me to apply for the PSLF program, which I wasn’t aware changed the types of payments that qualified. As of today, my loans are 100 percent forgiven. This is a huge financial burden that has been lifted! Michael will always be my financial planner and I look forward to working with him in the next year and years to come! Highly recommend!
Personal views of this client and their experience do not suggest future results. No compensation was provided.
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https://www.linkedin.com/pulse/from-go-fund-me-i-funded-we-michael-r-acosta-cfp-chfc-cslp-/
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