Local | 704-487-9661 |
---|---|
Toll Free | 800-456-9661 |
FAX | 704-487-7248 |
Financial Representatives

mary houey
financial representative
704-284-5443

chris kratzer
registered representative
704-284-5344

benjamin rice
financial representative
704-284-5431

wesley stanley, LUTCF
registered representative
704-284-5361

preston walker
financial representative
704-284-5428
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
- Group Health
- Retirement Planning
- Small Business Solutions