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

Aubry Edwards
registered representative
704-284-5343

Pierre Flores Vargas
registered representative
704-284-5421

Mary Houey
financial representative
704-284-5443

Michael Keefe
registered representative
704-284-5339

Chris Kratzer
registered representative
704-284-5344

Andre Rodrigues
financial representative
704-284-5451

Renee Warthen
financial representative
704-284-5331
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