CALL US: (704) 782-0010 | SET APPOINTMENT | GET DIRECTIONS |

King Financial is your Investment Advisor for Financial Planning, Retirement Planning and Life Insurance in Concord, NC ...

Brian King

As an independent advisor, Brian King has the freedom to use the services that work best for clients on a case-by-case basis, as well as the flexibility to make intelligent changes to his clients' strategies.

Helping to Provide Success and Security Since 1998.


King Financial Corporation news ...

  • 0
    Giving is easier with a Donor Advised Fund
    A Donor Advised Fund, or DAF, may be a good philanthropic vehicle for investors who want help managing their charitable contributions while receiving immediate tax benefits. It requires that a donor contributes cash or assets to a public charity that sponsors and sets up that...
  • 0
    How does the 2017 Fiduciary Rule impact you?
    The Department of Labor (DOL) 2017 Fiduciary Rule came into effect June 9, 2017 to expand how investment advice impacts clients. For many Certified Financial Planners™ this rule was already implemented because their mission has always been to serve the financial interests of clients instead...
  • 0
    Tax breaks grow business in Concord, NC
    Tax breaks in Concord, NC are creating jobs for our community. Much credit goes to leadership from our business men and women in the community. But equally important is the partnership businesses have forged with municipal planners who keep the best interests in mind when...
  • 0
    A guide to corporate bonds in North Carolina
    In simple terms, a corporate bond is an IOU, with several monikers including notes, bills and debt securities. In the case of corporate bonds, the issuer is the private company that needs the money. In return, the corporation agrees to pay the investor purchasing the...
  • 0
    Retirement planning with Brian King
    Knowledge and experience are essential when retirement planning. Brian King is one of Concord's only independent financial advisors specializing in retirement planning. He plays a central role in the financial future of local corporations and families who want assistance creating a complete retirement planning strategy....
  • 0
    Concord a top 10 “Fastest Growing U.S. City”
    We're proud of the national attention for Concord's economic growth. The city recently made the top 10 list of "Fastest Growing Cities" according to WalletHub.com. National statistics were collected on 515 cities throughout the U.S. and experts compared key indicators pointing to which cities are...
more news

APPOINTMENT REQUEST:




  • About Brian King
    King Financial Corporation was founded in 1998 by CERTIFIED FINANCIAL PLANNER™ practitioner Brian King. Brian is the owner of King Financial Corporation and did prior work at Wachovia Bank in Retail Bank Management. As an independent advisor, Brian King has the freedom to use the services...
    more
  • Accessing Kestra Financial
    Brian King is independent, but not alone. King Financial Corporation chooses to be a part of Kestra Financial because it provides support and infrastructure to help service our clients' financial needs. As an independent advisor with the strength of Kestra Financial behind King Financial Corporation, we...
    more
  • The meaning of CFP Board affiliation
    Brian King is a CERTIFIED FINANCIAL PLANNER™ practitioner and believes CFP Board affiliation represents the highest standard in money management. Located in Concord, NC King Financial Corporation aims to provide personalized and professional service to help our clients attain their financial goals. Our office and staff...
    more

Opt-out anytime.
NFP

King Financial Corporation provides financial planning in North Carolina using the technology and investment reach and options available to NFP Practitioners.

CERTIFIED FINANCIAL PLANNER™ practitioner

Brian King is a CERTIFIED FINANCIAL PLANNER™ practitioner, which means he meets the requirements established by the Certified Financial Planner Board of Standards, Inc.
img_6

We offer individuals and businesses the tools designed to deliver peace of mind and growth. King Financial Corporation is your Investment Advisor for Financial Planning, Retirement Planning and Life Insurance in Concord, NC


Why Brian King?

  • Client Testimonial – Independent Tribune
    Erin Weeks, Journalist

    Concord is just in his blood. Born and raised in the Cabarrus County seat, Brian King has seen the city evolve from its pre-Concord Mills Mall phase... Erin Weeks Journalist

    Read more
  • Why Brian?
    E.M. Disharoon, Peak Oil Research Analyst

    I began talking with King Financial Corporation as a way to explore options. Brian gave me the directives and empowered me with details on how I could... E.M. Disharoon Peak Oil Research Analyst

    Read more
  • I’m satisfied with King
    J. Wright, Retired Insurance Broker

    Brian King was instrumental in helping me plan for my family's future. The nuances around family planning are not my cup of tea, but King Financial Corporation... J. Wright Retired Insurance Broker

    Read more