Senior living services near me in Charlotte, North Carolina
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Ashby Gardens
● ClosedAshby Gardens is a senior living community located at 1719 Eastcrest Drive in Charlotte, North Carolina. Our beautifully landscaped grounds offer a peaceful and serene environment for our residents to enjoy. Our dedicated staff provides personalized care and support to ensure that each resident receives the attention they deserve. At Ashby Gardens, we offer a range of amenities and activities to promote a healthy and active lifestyle, including delicious meals, fitness classes, and social events. Come visit us and see why Ashby Gardens is the perfect place for your loved ones to call home.
1719 Eastcrest Dr, Charlotte, NC 28205, United States -
Merrill Lynch Financial Advisor James Wolf
● ClosedFinancial Advisor James Wolf, located at 6000 Fairview Road in Charlotte, North Carolina, is dedicated to providing exemplary client service in the finance industry. James Wolf has been in the financial services industry since 2007 and joined Merrill in 2013. With a Bachelor of Science in Finance and Marketing from the University of South Carolina, James is a senior member of The Anderson Wolf Godsey Group, boasting over 90 years of combined experience. Specializing in high-net-worth individuals, families, and businesses, James focuses on developing personalized strategies to help clients achieve their financial goals. His comprehensive approach addresses all aspects of a client's financial life, including investments, tax minimization, retirement assets, and lending services. James works closely with a team of professionals to provide tailored solutions that simplify and clarify clients' financial lives. Recognized by Forbes for his outstanding service, James is committed to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, James and his team are dedicated to helping clients address their financial goals at every stage of life. Through the Merrill Personal Wealth Analysis™ process, clients can build and document a personalized financial plan centered on their goals and aspirations. With a focus on communication and education, James believes in engaging families in the financial decision-making process to ensure a secure financial future for generations to come. Whether clients are focused on growing, preserving, or transferring wealth, James and his team are dedicated to providing transparency, guidance, and support to help clients achieve their financial objectives.
6000 Fairview Rd, Charlotte, NC 28210, United States -
Merrill Lynch Financial Advisor Daniel S. Wimer
● ClosedMerrill Lynch Financial Advisor Daniel S. Wimer is located at 13510 Ballantyne Corporate Place in Charlotte, North Carolina, United States. Daniel is an Assistant Vice President, Financial Advisor, and Senior Portfolio Advisor with Merrill Lynch Wealth Management. With experience at Vanguard and UBS Financial Services, Daniel prioritizes putting his clients first and helping them achieve their financial goals. He takes a goals and planning based approach to assist clients in building out their entire financial picture to align with their objectives and values. Daniel holds the CERTIFIED FINANCIAL PLANNER™ certification and utilizes the resources provided by Merrill and Bank of America to simplify the complex for his clients. With a focus on relationship management, holistic wealth management planning, portfolio construction, and risk management, Daniel helps clients navigate different market environments and life events. He lives in Charlotte with his family and enjoys spending time with loved ones, exploring the city, playing golf, and following sports. By understanding clients' priorities and goals, Daniel provides personalized financial strategies to help them achieve their objectives.
13510 Ballantyne Corporate Pl, Charlotte, NC 28277, United States -
Merrill Lynch Financial Advisor Donald M Hellman
● ClosedMerrill Lynch Financial Advisor Donald M Hellman is a finance institution located at 620 South Tryon Street in Charlotte, North Carolina, United States. Donald Hellman graduated from the University of Maryland with a bachelor's degree in science and has over 35 years of personal investing experience. With a background in sales management at IBM, Don has a strong client-centric work ethic and is committed to helping individuals, families, and business owners achieve their financial goals. As a Senior Portfolio Advisor, Don can manage custom investment strategies on a discretionary basis. He believes in building long-term relationships with clients and customizing wealth management strategies to meet their needs. Don is dedicated to serving the community and is actively involved in volunteering. With access to the global resources of Merrill, Don and his team offer personalized service and tailored financial plans to help clients pursue their goals. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan focused on their goals and priorities. Don's mission is to understand each client's unique needs and help them achieve their financial aspirations. By staying informed about changes in clients' lives and financial markets, Don ensures that their financial approach remains aligned with their goals. With a focus on client relationships and personalized service, Merrill Lynch Financial Advisor Donald M Hellman is committed to helping clients achieve financial success.
620 S Tryon St, Charlotte, NC 28202, United States -
Aging Optimist
● OpenAging Optimist is a health institution located at 338 South Sharon Amity Road in Charlotte, North Carolina, United States. Our mission is to promote healthy aging and positive attitudes towards the aging process. We offer a range of services and programs designed to support seniors in maintaining their physical, mental, and emotional well-being. Our team of dedicated professionals is committed to helping seniors live their best lives as they age. Visit us today and join our community of optimistic agers!
338 S Sharon Amity Rd, Charlotte, NC 28211, United States
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