Gold Leaf Financial is an independently owned financial services company headquartered in Charlotte, N.C. Since 2001, they have been providing customized financial solutions, insurance protection, and wealth management to individuals, families, and small business owners across the continental United States.
With a focus on helping clients achieve their long and short term life goals, Gold Leaf Financial offers sound financial solutions and trusted advice. Their team continuously educates themselves to assist clients in accumulating, managing risk, and passing on their wealth, aiming to demystify the world of finance and provide objective advice and honest guidance.
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