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TRACY GRAHAM

tracy graham

financial representative
828-270-3096
Office Directions
TRACY GRAHAM
tracy graham
financial representative
Financial representative phone numbers
Contact
Direct 828-270-3096
Office 800-340-5379

Ext. 31118
Fax 828-431-3351
Address
The Western and Southern Life Insurance Company -HICKORY, NC.
971 11TH AVENUE BLVD SE
HICKORY, NC 28602-4348
Directions

Let's Review Your Finances

Our convenient eSnapshot tool gives me a quick profile of your current financial situation. From there, we'll develop a plan to help you achieve your goals.
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Together We Can Help Build a More Financially Secure Future

My Mission

I am proud to be working for one of the strongest life insurance groups in the world* and would feel privileged to help you and your family achieve your financial dreams.

My Background

I have 25 years of experience in the insurance and financial services industry.

I have personally witnessed the power of life insurance and would like to share my experience with you.

I have been a resident of Catawba Alexander and Iredell Co for 50 years.

I specialize in helping individuals like you with family income protection, education protection for children, mortgage protection, final expenses, planning for retirement, maximizing retirement income, gifting to loved ones or charitable organizations, transferring wealth to beneficiaries, and small business insurance needs.

Learn More

Please contact me today to learn more about our products and services, request a quote, or schedule a financial needs analysis - all at no cost or obligation to you. I look forward to working with you.

Financial Solutions¹

Life Insurance
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
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How Far Away Is Your Retirement Horizon?

I can help you develop or adjust your financial course to help attain your goals in retirement so you can have the freedom to live life on your terms. Together we can plan for the kind of retirement lifestyle you want to enjoy.

Enjoy More Confidence About Your Financial Life

Regardless of your station in life, you can count on Western & Southern Life for financial solutions that make sense. Whether you are celebrating a new baby, career, home or retirement, I can help you plan for your specific financial needs.

Let’s Simplify Planning for Your Future

A quick financial review can give you an insightful analysis of your current needs. I can provide a complimentary, customized report to figure out the course to help secure your family’s future.

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Refer a Friend

If you have experience with your own financial planning, then you know the value of working with a professional. 
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Request a Quote

A life insurance quote could be a good first step as we work together to identify financial solutions that can help you achieve your goals.
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IMPORTANT DISCLOSURES
Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (W&SBS), member FINRA / SIPC. Advisory services offered by Financial Advisors through W&SBS, a registered investment adviser. All companies are members of Western & Southern Financial Group.

Not all Agents are registered to sell securities or offer advisory services. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products or advisory services, please ask to speak to an Agent who is actively and appropriately registered with W&S Brokerage Services, Inc.

¹Western & Southern Agency, Inc. is a member of Western & Southern Financial Group (Western & Southern). Some products available are issued by third party insurance companies, which are not affiliated with any Western & Southern member company. Western & Southern Agency, Inc. is the distributor. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company. In the State of California, Western & Southern Agency, Inc. is known as and does business as Western-Southern Insurance Agency.

Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.