Personalized investment advice in Davidson, NC
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R Scott Davidson III - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedR 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 -
Mary Beth Burgess - State Farm Insurance Agent
● ClosedMary Beth Burgess - State Farm Insurance Agent is a reputable insurance agency located at 1460 Dale Earnhardt Boulevard in Kannapolis, North Carolina. Specializing in Insurance and Financial Services, this agency focuses on helping residents relocate to the Cabarrus and Rowan County area. Virtual appointments are available for residents of North Carolina, South Carolina, Virginia, Tennessee, and Georgia. As a State Farm Insurance Agent since 2006, Mary Beth Burgess and her team have over 40 years of combined experience in the industry. They have received multiple awards, including the State Farm Small Business Insurance Leader Award and SmartCEO's Charlotte Corporate Culture Award. Serving the Kannapolis and Concord area, the agency offers a range of insurance products including Auto Insurance, Homeowners Insurance, Life Insurance, and Financial Services for individuals and small businesses.
1460 Dale Earnhardt Blvd, Kannapolis, NC 28083, United States -
David Drye Co
● OpenDavid 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 -
Merit Financial Advisors, LLC
● ClosedMerit 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 -
DHFS Wealth Management
● ClosedDHFS 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 -
Edward Jones - Financial Advisor: Ton Hendrix, CFP®
● OpenEdward Jones - Financial Advisor: Ton Hendrix, CFP® is a reputable financial institution located at 130 Harbour Place Drive in Davidson, North Carolina. As a Certified Financial Planner, Ton Hendrix offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized strategies and exceptional customer service, Edward Jones is a trusted partner in wealth management and investment planning. Visit Ton Hendrix at Edward Jones to secure your financial future today.
130 Harbour Pl Dr # 130, Davidson, NC 28036, United States -
Pfeffer Wealth Management Group
● OpenPfeffer 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 -
Edward Jones - Financial Advisor: E Craig Porter, AAMS™
● OpenEdward Jones - Financial Advisor: E Craig Porter, AAMS™ is a reputable finance institution located at 815 Davidson Drive Northwest in Concord, North Carolina, United States. Specializing in providing personalized financial advice and services, E Craig Porter, AAMS™, offers expertise in helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Visit Edward Jones - Financial Advisor: E Craig Porter, AAMS™ today to start planning for a secure financial future.
815 Davidson Dr NW, Concord, NC 28025, United States
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