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Heafner Financial Solutions. Inc.

3.9

About this business

Many financial advisors are little more than product salesmen, they don't offer real solutions. Typically, the closest they come to giving you a financial plan is selling you a diversified portfolio and hoping it grows enough to provide the income and reserves you want. At Heafner Financial, we strive to be more than just an adviser. As a client, you can expect Heafner Financial to provide the best investments for your situation. Heafner Financial will do so without limitations imposed by a broker-dealer or an employer who m... read more

Location details

10700 Sikes Pl #200, # 200, Charlotte, NC, 28277, United States

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
SatClosed
SunClosed
3.97 reviews
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Janet C.'s profile image
Janet C. 
3 years ago

Yes indeed he's great. Tell that to the people he took hundreds of thousands of dollars from who are now suing him. He also got hit with a 1.03 million dolllar fine from the finra. He's now according to the courr hiding in Puerto Rica. I dealt with him in 2004 and decided then he was crooked as a barrel of fishhooks. Glad they finally shut him down. 

Frequently asked questions about Heafner Financial Solutions. Inc.

How is Heafner Financial Solutions. Inc. rated?

Heafner Financial Solutions. Inc. has a 3.9 star rating with 7 reviews. 

When is Heafner Financial Solutions. Inc. open?

Heafner Financial Solutions. Inc. is closed now. It will open at 8:30 a.m. 

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