Chermaine Quinn
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Responds in about 10 min
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Introduction
Secure your family’s future with a FREE, no-obligation online consultation which will guide you through the critical components of estate planning.
Estate Planning Education Included in FREE 30 min Consultation Covering:
• Guardianship Planning
• Succession Planning
• Business Protection
• Asset Protection
• Wills and Trust
• Life Planning
• Financial Power of Attorney
• Medical Power of Attorney
• Probate
By providing a dual platform which offers both estate planning and financial services, clients are able to come to one diverse platform for everything!
- Estate Planning Education Seminars
- Financial Education Seminars
- Long Term Savings Strategies
- Wealth Protection Plans
- Insurance Protection
- Retirement
- Retirement Supplements
- Tax Free Strategies
- Annuities
- Estate Planning
- Wills & Trust
As a licensed independent agent, I can customize a detailed plan based on budget and goals.
Starting with education and awareness, my team and I can help you prepare for uncertainty no matter where you are in your journey.
Failing to Prepare is Preparing to Fail
Overview
Hired 22 times
Serves Charlotte, NC
Background checked
15 employees
4 years in business
Business hours
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Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
Exceptional 5.0
13 reviews
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Read reviews that mention:
Kerski M.
Oct 7, 2024
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Hired on Thumbtack
Hired on Thumbtack
Estate Planning can feel overwhelming when you are unsure of the process. Chermaine was very helpful, she always responds quickly and gave me great advice. She made this process very easy and comprehensive. Highly Recommend.
Wills and Estate Planning
Kyle R.
Mar 3, 2025
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Hired on Thumbtack
Hired on Thumbtack
Will continue on plan with them. From the Trust side to the financial side!
Wills and Estate Planning
Claudia F.
Jun 21, 2024
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Hired on Thumbtack
Hired on Thumbtack
Excellent Customer service from beginning to end. Chermaine was thorough, knowledgeable and helpful every step of the way. I also received great customer support from her partners who made the process seamless and efficient.
Wills and Estate Planning
Linda K.
2 weeks ago
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Hired on Thumbtack
Hired on Thumbtack
Listened to my wishes and implemented them. Clarified any questions.
Wills and Estate Planning
Charles G.
Sep 11, 2024
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Hired on Thumbtack
Hired on Thumbtack
I will recommend Chermaine to all my family and friends.
Wills and Estate Planning
Credentials
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Chermaine Quinn