Local | 704-487-9661 |
---|---|
Toll Free | 800-456-9661 |
FAX | 704-487-7248 |
Financial Representatives
tonja bliss-roper
financial representative
704-284-5342
![aubry edwards](/-/media/f88e0005aa0c44b9ae1f86cd208633fb.jpg?rev=a53bfc5811bd4b5da9cb514484f8d6bf)
aubry edwards
registered representative
704-284-5343
![pierre flores vargas](/-/media/3bb8427df6d748378e3500e6bed93b31.jpg?rev=0d6ae7dd84c64456bd96131c7ff874a0)
pierre flores vargas
registered representative
704-284-5421
![karen hardie](/-/media/a74bdeba4bb94453ae568199599c57d7.jpg?rev=8906cc4fa06b460490428781f20f13ff)
karen hardie
registered representative
704-284-5464
![mary houey](/-/media/6d1a9eb936b946c19228d552ef8b84c3.jpg?rev=0309a2168cb24465a3f165533db1bef8)
mary houey
financial representative
704-284-5443
![michael keefe](/-/media/146ef1411ff240a0a9fab89947ad6189.jpg?rev=e8274dfa61c942b1973db4c14e9eafeb)
michael keefe
registered representative
704-284-5339
![kyliegh kite](/-/media/24cb9b2b9a4c4aa0b5d299b2bd8e611d.jpg?rev=e438f9ed43644e19a458275b082c954f)
kyliegh kite
registered representative
704-284-5338
![chris kratzer](/-/media/d2745e5c407143ca83fb09e22d8a8b33.jpg?rev=32bfce06ef724808a5764bb674c4aefc)
chris kratzer
registered representative
704-284-5344
![andre rodrigues](/-/media/d57a4f8af4d14ad7ab645e1d52f1c071.jpg?rev=b718ec4e215142b5b084e31941212926)
andre rodrigues
financial representative
704-284-5451
![wesley stanley, LUTCF](/-/media/0b3af37442cf4eb79a9b4a281fa285b1.jpg?rev=91a717bddfae412dad90f47324450dd1)
wesley stanley, LUTCF
registered representative
704-284-5361
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