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Investment solutions in Davidson, North Carolina

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  • 1
  • #1

    R Scott Davidson III - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed

    R Scott Davidson III is a financial advisor at Ameriprise Financial Services, LLC located at 128 Meadowview Drive, Boone, North Carolina, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and various other financial planning areas. He is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, R Scott Davidson III is committed to helping clients achieve their financial goals and secure their financial future.

    128 Meadowview Dr, Boone, NC 28607, United States
    828-832-1099
    ameripriseadvisors.com
    R Scott Davidson III - Financial Advisor, Ameriprise Financial Services, LLC R Scott Davidson III - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • 3 2
    #2

    David Drye Co

    ● Open

    David Drye Co is a reputable real estate agency located at 175 Davidson Highway in Concord, North Carolina. With a team of experienced and dedicated professionals, we specialize in helping clients buy, sell, and rent properties in the area. Our commitment to providing top-notch customer service and personalized attention sets us apart from the rest. Whether you are looking for your dream home or trying to sell your current property, David Drye Co is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.

    175 Davidson Hwy, Concord, NC 28027, United States
    704-786-6181
    Details
  • #3

    Merit Financial Advisors, LLC

    ● Closed

    Merit Financial Advisors, LLC is a reputable finance institution located at 130 Harbour Place Drive in Davidson, North Carolina, United States. With a team of experienced financial advisors, Merit Financial Advisors, LLC provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Merit Financial Advisors, LLC offers expert guidance and tailored solutions to meet your needs. Trust Merit Financial Advisors, LLC to provide you with sound financial advice and help you secure a stable financial future.

    130 Harbour Pl Dr #250, Davidson, NC 28036, United States
    704-892-1288
    meritfinancialadvisors.com
    Merit Financial Advisors, LLC
    Details
  • 5 2
    #4

    Seven Two Advisors

    ● Closed

    Seven Two Advisors is a leading finance institution located at 442 South Main Street in Davidson, North Carolina, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Seven Two Advisors offers a wide range of services to meet your needs. Contact us today to learn more about how we can help you secure your financial future.

    442 S Main St #07, Davidson, NC 28036, United States
    704-736-3688
    Seven Two Advisors
    Details
  • #5

    Bookman Bright Retirement Planning & Capital Management

    ● Closed

    Bookman Bright Retirement Planning & Capital Management is a leading finance institution located at 209 Delburg Street in Davidson, North Carolina, United States. Specializing in retirement planning and capital management, our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored investment strategies, we strive to provide comprehensive solutions for individuals looking to build and protect their wealth. Trust Bookman Bright Retirement Planning & Capital Management to guide you towards a brighter financial future.

    209 Delburg St #205, Davidson, NC 28036, United States
    704-256-6016
    bookmanbright.com
    Bookman Bright Retirement Planning & Capital Management Bookman Bright Retirement Planning & Capital Management Bookman Bright Retirement Planning & Capital Management
    Details
  • #6

    DHFS Wealth Management

    ● Closed

    DHFS Wealth Management is a premier financial institution located at 711 Peninsula Drive in Davidson, North Carolina. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, DHFS Wealth Management provides personalized solutions to meet your unique needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

    711 Peninsula Dr, Davidson, NC 28036, United States
    704-895-8370
    dhfswealth.com
    DHFS Wealth Management DHFS Wealth Management
    Details
  • #7

    CAV_OK Family Office

    ● Open

    CAV_OK Family Office is a finance institution located at 215 South Main Street in Davidson, North Carolina, United States. Our office provides comprehensive financial services and wealth management solutions to high-net-worth families and individuals. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

    215 S Main St #205, Davidson, NC 28036, United States
    704-495-6975
    cavokfamilyoffice.com
    Details
  • 1 1
    #8

    Edward Jones - Financial Advisor: Ken Hoffman

    ● Open

    Edward Jones - Financial Advisor: Ken Hoffman is a trusted financial institution located at 130 South Village Lane in Davidson, North Carolina, United States. Specializing in personalized financial planning and investment services, Ken Hoffman and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Ken Hoffman is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Ken Hoffman and his team are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.

    130 S Village Ln Ste C, Davidson, NC 28036, United States
    704-896-7911
    edwardjones.com
    Edward Jones - Financial Advisor: Ken Hoffman Edward Jones - Financial Advisor: Ken Hoffman
    Details
  • #9

    Pfeffer Wealth Management Group

    ● Open

    Pfeffer Wealth Management Group is a leading financial institution located at 130 Harbour Place Drive in Davidson, North Carolina. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Pfeffer Wealth Management Group is committed to providing top-notch financial advice and guidance to individuals and families. Contact us today to learn more about how we can help you reach your financial objectives.

    130 Harbour Pl Dr, Davidson, NC 28036, United States
    877-654-0066
    pfefferwealthmanagementgroup.com
    Details
  • #10

    Edward Jones - Financial Advisor: Kit Borras, AAMS™

    ● Closed

    Edward Jones - Financial Advisor: Kit Borras, AAMS™ is a reputable finance institution located at 815 Davidson Drive Northwest, Concord, North Carolina, United States. As a trusted financial advisor, Kit Borras, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of investment options and financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for college, or investing for the future, Kit Borras, AAMS™ is dedicated to helping you secure your financial future.

    815 Davidson Dr NW, Concord, NC 28025, United States
    704-786-0040
    edwardjones.com
    Edward Jones - Financial Advisor: Kit Borras, AAMS™ Edward Jones - Financial Advisor: Kit Borras, AAMS™
    Details
  • 5 16
    #11

    McMillan Builders

    ● Closed

    McMillan Builders is a finance and general contractor institution located at 21800 Shearer Road in Davidson, North Carolina, United States. With decades of advanced building experience and knowledge, we offer a wide range of construction services, from feasibility and budget creation to full build out. Our team is dedicated to delivering exceptional results that exceed your expectations. Specializing in creating forever homes and cottages, restoring historic buildings, and crafting multifamily housing units, McMillan Builders adopts a "Total Systems Design Approach" to ensure efficiency, durability, and minimal environmental impact in construction. Our seamless design services transition into meticulous construction execution, emphasizing both aesthetic appeal and functional integrity.

    21800 Shearer Rd, Davidson, NC 28036, United States
    704-280-2650
    mcmillanbuilders.com
    McMillan Builders McMillan Builders McMillan Builders
    Details
  • 1
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