Local | 704-487-9661 |
---|---|
Toll Free | 800-456-9661 |
FAX | 704-487-7248 |
Financial Representatives
![aubry edwards](/-/media/f88e0005aa0c44b9ae1f86cd208633fb.jpg?rev=a005b65444c746aebf85773d2d6b3b40)
aubry edwards
registered representative
704-284-5343
![pierre flores vargas](/-/media/3bb8427df6d748378e3500e6bed93b31.jpg?rev=ac14afeb4b834520967d78c4c4cb46ca)
pierre flores vargas
registered representative
704-284-5421
![mary houey](/-/media/6d1a9eb936b946c19228d552ef8b84c3.jpg?rev=3217a9334b564fdab70fbb46c69352b1)
mary houey
financial representative
704-284-5443
![michael keefe](/-/media/146ef1411ff240a0a9fab89947ad6189.jpg?rev=17effc2f0aa54b72abe77561b544ad7d)
michael keefe
registered representative
704-284-5339
![chris kratzer](/-/media/d2745e5c407143ca83fb09e22d8a8b33.jpg?rev=0695692d458f482889c80d492cef3fb8)
chris kratzer
registered representative
704-284-5344
![andre rodrigues](/-/media/d57a4f8af4d14ad7ab645e1d52f1c071.jpg?rev=c95458a55ed84e2e9069dbae028ba2ee)
andre rodrigues
financial representative
704-284-5451
Financial Solutions
- Life Insurance
- Mutual Funds
- 529 College Savings Plan
- Annuities
- Individual Retirement Accounts (IRAs)
- Critical Illness Insurance
- Accidental Death Insurance
- Long-Term Care Insurance
- Medicare Supplement Insurance
- Disability Income Insurance
- Supplemental Health Insurance
- Group Major Medical
- Retirement Planning
- Small Business Solutions