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As with most things in life the key to achieving long-term financial objectives is planning. I think I am different from many other financial advisors in that I take a more holistic and strategic approach to planning . I often see only a securities approach from many other financial advisors completely inside of a qualified plan (i.e. 401k, IRA, Roth and others). While I often recommend that securities are part of the overall strategy, I often suggest a variety of products be used to gain diversification both inside and outs... read more
10130 Perimeter Pkwy #200, Ste 200, Charlotte, NC, 28216, United States
Get directionsWeekday | Schedule | Status |
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Mon | 9:00 a.m. to 4:00 p.m. | |
Tue | 9:00 a.m. to 4:00 p.m. | |
Wed | 9:00 a.m. to 4:00 p.m. | |
Thu | 9:00 a.m. to 4:00 p.m. | |
Fri | 9:00 a.m. to 4:00 p.m. | |
Sat | 9:00 a.m. to 4:00 p.m. | |
Sun | 9:00 a.m. to 4:00 p.m. |
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