Exclusive Financial Resources, LLC is headquartered in Charlotte, NC. Our team of advisors has more than 50 years’ combined experience in helping individuals and families realize their financial goals. By working with our clients one-on-one, we develop and implement personalized plans using alternative financial strategies that are critical to long-term success.
Our advisor Louis Herford believes in diversifying your portfolio to its fullest potential. We offer many types of alternative investments as a qualified accredited investor. Some of those offerings are Oil & Gas, REITs, Income Funds, Self-Storage. Don't forget to ask us about some deferred tax programs you may qualify for, such as; Opportunity Zones, DST's - Delaware Statutory Trusts and 1031 Exchanges.
At Exclusive Financial Resources, LLC we believe in providing the best quality care possible for our clients. We ensure that you will receive the highest quality service we can provide while finding a personalized plan that works best for you.
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