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

barbara armstrong, LUTCF
financial representative
704-284-5346

joslyn arnett
financial representative
704-284-5339

kelsy brown
financial representative
704-284-5464

daniel crouse
financial representative
704-284-5340

madeline grigg, FSCP, NSSA
registered representative
704-284-5465

chris hipp
registered representative
704-284-5428

chris kratzer
registered representative
704-284-5344

brian miller
financial representative
704-284-5342

jeff philbeck
registered representative
704-284-5364

rusty poole iii
registered representative
864-761-3130

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
- Group Health
- Retirement Planning
- Small Business Solutions