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Retirement and Estate Planning Services, Inc.

Retirement & Estate Planning Services, Inc.

Retirement and Estate Planning Services, Inc. (REPS) is an independent financial services firm based in Charlotte, NC. Our planning professionals specialize in resolving complex retirement, estate and business transfer strategies.  

We have over 70 years of combined experience helping business owners, professionals, executives, and retirees  meet their financial goals, responsibilities, and dreams.

Learn more about NFP membership>>

Retirement & Estate Planning Services, Inc.
341 N. Caswell Road
Charlotte, NC 28204

Phone: 704-372-5520
Toll-Free: 800-372-5520
Fax: 704-423-5775
Email REPS>>