Generational benefits in Charlotte, North Carolina

Welcome to Katelyn Hand - State Farm Insurance Agent located in Charlotte, North Carolina! Our agency, led by second-generation State Farm agent Katelyn Hand, is dedicated to providing insurance and financial services to the communities of North Carolina and South Carolina. With a family history in the insurance industry, Katelyn and her team run their agency like a family, emphasizing honest communication, compassion, and respect. Conveniently located in the Ayrsley Community right off I-485 Exit 1, our agency is committed to knowing our customers on a personal level and providing excellent customer service. We offer a range of insurance services including Auto, Homeowners, Renters, Life, Disability, and Business/Commercial Insurance throughout the Charlotte area.

Canopy Real Estate Institute is a premier institution located at 1120 Pearl Park Way in Charlotte, North Carolina, United States. As a store specializing in real estate education and training, Canopy Real Estate Institute offers a wide range of courses and resources for individuals looking to enter the real estate industry or further their professional development. With experienced instructors and a commitment to excellence, this institute is dedicated to providing high-quality education and support to its students. Whether you are a beginner or a seasoned professional, Canopy Real Estate Institute is the perfect place to enhance your skills and knowledge in the dynamic field of real estate.

Care Access is a groundbreaking institution located in Charlotte, North Carolina, dedicated to accelerating the future of medicine for everyone. Specializing in heart and kidney health screening, Alzheimer's prevention research, and bringing clinical trials to rural areas, Care Access is at the forefront of medical innovation. With operations in the United States, Canada, Brazil, and Poland, and plans to expand to the UK, Italy, and the Netherlands, Care Access is committed to establishing high-quality research operations wherever they are needed. By partnering with local community leaders and healthcare providers, Care Access aims to improve health outcomes for future generations through empowering communities to participate in clinical research.

Pawa Insurance Group, LLC is an insurance agency located at 12773 Tom Short Road, Charlotte, North Carolina, United States. We understand that owning a home is a significant achievement and investment, which is why we offer a range of reasonably priced coverage options to protect your assets. Our goal is to help our clients make informed decisions about their insurance needs, whether it's for their home, life, or business. With over 20 years of customer service experience, we prioritize client satisfaction and strive to build long-lasting relationships through exceptional service. We believe in providing tailored insurance solutions based on your specific needs and budget, ensuring that you have the right coverage to protect your loved ones and business for generations to come.

Klutts Property Management is a premier real estate agency located at 1433 Emerywood Drive in Charlotte, North Carolina. With almost 50 years of experience in the Charlotte Metro residential property management market, we offer top-notch services for those looking to rent a home or have their properties professionally managed. Our newly remodeled 2 Story Townhome in Falconbridge Subdivision features 3 bedrooms, 2.5 baths, a Great Room with Fireplace, and an enclosed rear patio. The kitchen comes fully equipped and the community offers amenities such as an outdoor pool, playground, and recreation area. At Klutts Property Management, we hand-screen all applicants to ensure affordable living for everyone in the Charlotte Metro area. Our knowledgeable and friendly staff has years of experience in the industry, and our Office Manager has been with us for over 30 years. We strive to find the best possible residents for your property at the highest rental amount, using proven marketing methods to attract quality tenants.

Merrill Lynch Private Wealth Advisor Michael L. Rogers, located at 620 South Tryon Street in Charlotte, North Carolina, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The private wealth advisors at Merrill Private Wealth Management are highly trained to meet specialized needs with personalized service based on trust. With access to services and resources typically reserved for large institutions, clients receive a goals-based wealth management approach tailored to their individual needs. Founded in 1994 as BCG Private Wealth Management, the institution has served wealthy families exclusively for over twenty-five years. The partners at BCG Private Wealth Management work with individuals, families, business owners, and executives to manage their financial complexities exceptionally well. The institution focuses on helping clients pursue their goals, whether it's planning for future expenses, college education, business transactions, or generational wealth transfer.

JHG Financial Advisors is a leading accounting, finance, and insurance agency located at 2616 Fort Street in Charlotte, North Carolina, United States. With a team of experienced professionals, we provide expert financial advice and solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment management, or insurance coverage, our dedicated advisors are here to help you navigate the complexities of the financial world. Trust JHG Financial Advisors to provide personalized and comprehensive financial services tailored to your specific needs.

Timothy Pope, CFP Cetera Investors is a leading financial institution located at 5200 77 Center Drive in Charlotte, North Carolina. As a Certified Financial Planner, Timothy Pope offers expert advice and guidance to clients seeking to secure their financial futures. With a focus on personalized service and tailored financial solutions, Timothy Pope, CFP Cetera Investors is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Timothy Pope and his team are committed to providing you with the support and expertise you need to make informed financial decisions. Visit Timothy Pope, CFP Cetera Investors today to learn more about how they can help you build a secure financial foundation.

Merrill Lynch Financial Advisor MARY GRACE LOSTETTER is a finance institution located at 620 South Tryon Street, Charlotte, North Carolina, United States. Mary Grace Lostetter offers the investment insights of Merrill Lynch along with access to the banking convenience and lending solutions of Bank of America. With a focus on serving the best interests of clients, Mary Grace Lostetter helps families grow and preserve their wealth by aligning personal wealth plans with their most important goals. As a client, you will have access to a full range of services and benefits, including 24/7 banking convenience. Mary Grace Lostetter holds various licenses and designations, including the Certified Plan Fiduciary Advisor (CPFA) designation, and focuses on helping business owners establish and maintain fiduciary standards for their retirement plans. With a team of talented individuals, Mary Grace Lostetter provides personalized service centered on trust and building strong client relationships. The approach to financial planning at Merrill Lynch Wealth Management focuses on the client's goals and priorities, adapting to changes over time. By understanding what matters most to each client, Mary Grace Lostetter helps create a personalized financial approach designed to address their specific needs. Whether it's planning for retirement, funding a child's education, or passing wealth to future generations, Mary Grace Lostetter works with clients to manage, grow, and preserve their wealth. Through ongoing collaboration and adjustments to the financial plan as needed, Mary Grace Lostetter helps clients pursue their most important goals. With access to the investment insights of Merrill Lynch and banking solutions from Bank of America, clients can develop an approach tailored to their financial needs. The institution also offers tools and resources to help clients track changes in their lives and reflect them in their financial approach. With a focus on sustainable and impact investing, Mary Grace Lostetter can provide clients with wealth management strategies based on years of experience and knowledge. By understanding each client's goals and priorities, Mary Grace Lostetter helps create a financial approach that aligns with what matters most to them. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed, Mary Grace Lostetter starts by listening to each client to learn more about them and their family. Through the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and work with Mary Grace Lostetter to customize their financial approach accordingly. By regularly reviewing goals and progress, Mary Grace Lostetter helps clients stay on track to achieve what's most important to them.

LifeWorth Financial - Northwestern Mutual is a reputable finance and insurance agency located at 6235 Carnegie Boulevard in Charlotte, North Carolina. With a strong focus on helping clients achieve financial security and peace of mind, LifeWorth Financial offers a wide range of services including investment planning, retirement planning, wealth management, and insurance solutions. Their team of experienced financial advisors is dedicated to providing personalized guidance and tailored strategies to help clients meet their financial goals. Whether you are planning for retirement, saving for your child's education, or protecting your family with insurance coverage, LifeWorth Financial - Northwestern Mutual is committed to helping you secure a brighter financial future.

The Newport Group is a financial services institution located at 13925 Ballantyne Corporate Place in Charlotte, North Carolina, United States. They provide a range of services including retirement planning, investment management, and consulting. With a focus on helping individuals and organizations achieve their financial goals, Newport Group offers personalized solutions and expert advice to navigate the complexities of the financial world. Their team of experienced professionals is dedicated to providing top-notch service and support to clients, ensuring they are well-equipped to make informed decisions and secure their financial future.

Pacific Life Insurance Co, located at 5605 Carnegie Boulevard in Charlotte, North Carolina, is a trusted insurance agency with over 150 years of expertise in retirement and life insurance solutions. With a focus on strength, stability, and commitment to protecting generations of families, Pacific Life offers products to help you reach your financial goals and ensure a secure future. Whether you're looking for life insurance or retirement solutions, Pacific Life has you covered. Their dedication to creating a meaningful future for stakeholders is evident through their Corporate Social Responsibility efforts. Trust Pacific Life to protect your tomorrow and provide you with the confidence to enjoy a life well-lived.

Merrill Lynch Financial Advisor Kent B Fox, located at 620 South Tryon Street in Charlotte, North Carolina, is dedicated to providing personalized wealth management services to help clients achieve their financial goals. With years of experience navigating market fluctuations, the team at Merrill Lynch works collaboratively with clients to develop customized investment strategies tailored to their individual needs and priorities. Through the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and work towards pursuing what matters most to them. The team at Merrill Lynch believes in building strong client relationships based on trust and personalized service. Recognized by Forbes for their exceptional client service, the advisors at Merrill Lynch are committed to helping clients manage, grow, and preserve their wealth for future generations. With access to the global resources of Merrill Lynch and Bank of America, clients can benefit from a wide range of financial solutions based on their unique circumstances.

Walker and Associates - Ameriprise Financial Services, LLC, located at 3125 Springbank Lane, Charlotte, North Carolina, is a finance institution led by Mark Walker, one of Barron's Top 1,200 Financial Advisors in 2023. With a focus on personalized advice, the team at Walker and Associates is dedicated to helping clients achieve their financial goals through a tailored approach. As a part of Ameriprise Financial Services, LLC, the institution provides comprehensive financial planning services to clients, ensuring a 1-to-1 relationship with a trusted advisor. With over 125 years of experience, the team understands the importance of building a strong foundation for financial success. Clients can expect a personalized experience that is focused on their unique needs and objectives. Whether it's planning for the short or long term, the advisors at Walker and Associates are committed to helping clients navigate the complexities of the financial landscape. To learn more about how personalized advice can help you reach your financial goals, schedule a consultation with the team today. Remember, Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security when it comes to their financial future.

Nancy Nolley - Thrivent is a financial institution located at 4530 Park Road in Charlotte, North Carolina, United States. Our focus is on individuals, families, business owners, and foundations, providing comprehensive financial advice and strategies tailored to each client's unique goals and needs. We serve all Christians, guiding them through their financial journey with biblical principles to help them live financially confident lives. Our approach goes beyond just managing wealth - we aim to build confidence and generosity through dedicated planning and purposeful relationships that last generations. Whether you're looking for advice on wealth management, financial goals, or life insurance options, our team at Thrivent is here to help. We believe that money is a tool, not a goal, and we are committed to providing expert financial solutions, investments, insurance, banking, and generosity programs to help individuals make the most of what they have been given.

Merrill Lynch Financial Advisor Matthew Evans, located at 620 South Tryon Street in Charlotte, North Carolina, offers a family-office-style approach to financial services. Specializing in serving accomplished individuals such as venture capitalists, private equity executives, medical specialists, and business owners, the institution focuses on providing personalized strategies for key financial decisions. With a strong emphasis on estate planning, tax minimization, and alternative investments, the team at Johnson Evans and Associates aims to mitigate investment risk and maximize opportunities for their clients. By limiting the number of clients they assist, they are able to provide proactive stewardship of wealth and personalized attention to each individual's needs. With a focus on education, trust, and transparency, Merrill Lynch Financial Advisor Matthew Evans is dedicated to helping clients achieve their financial goals and secure their financial legacy for future generations.

Profound Gentlemen is a community-based institution located in Charlotte, North Carolina, dedicated to supporting and empowering male educators of color. Our mission is to equip these educators with the tools and resources they need to leave a lasting impact on the next generation. Through leadership development, mentoring, coaching, and professional development opportunities, we aim to help male educators of color navigate the educational system and advocate for positive institutional change. At Profound Gentlemen, we believe in fostering trust-based networks and connections among our community members to provide mutual encouragement and valuable insights. Our mentors offer wisdom and experience to newer educators, while our programs help all male educators of color benefit from skill formation and collaboration with their peers. We are committed to developing, supporting, and retaining highly effective male educators of color across the nation, with a special focus on the academic growth and success of boys of color.

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