Tassel Capital Management, Inc.

William Ertel, CFP, CMFC, CPA/PFS
Tassel Capital provides fee-only investment, financial and stewardship guidance to individuals. Services include financial planning (comprehensive, modular or hourly) and investment management. Tassel Capital provides a complimentary meeting to listen and understand client goals and needs.

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(704) 814-6780

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Tassel Capital Management, Inc. / Financial Advisor in Matthews, North Carolina

Specialties