TURNING POINT FINANCIAL, INC.
13850 Ballantyne Corporate, Suite 500, Charlotte, NC 28277
Since 2005
401(k) Rollover, IRA Accounts, Mutual Fund, Brokerage Accounts, College Savings Accounts, Annuities, Small Business Services, Income Tax Planning, Retirement Planning, Estate Planning, Life Insurance, Investment Management, Financial Planning, Health Care, Insurance, Long Term Care, Medicare, Stocks, Asset Management & Social Security
Helps Individuals Who are Facing Major Life Events to Define, Achieve & Live their Dreams - Services Provided by Nearing or Already in Retirement, Selling a Business, Starting a Business, Facing a Chronic Illness, Losing a Loved One and More
TBR® Inspection Report
GCG WEALTH MANAGEMENT, INC.
9115 Harris Corners Parkway, Suite 250, Charlotte, NC 28269
Since 1994
Financial Planning, Risk Management, Investments, Business Problem Solving, Retirement and Estate Preservation, Business Advisory, Family Wealth Counseling, Group Benefits and Client Care, Personal CFO Platform, Client Account Access, Life Insurance, Investments, Annuities, Risk Management, Tax Deferred Strategies, Asset & Wealth Management
Has Built the Firm Around the Philosophy of Truly Understanding Both the Short-Term and Long-Term Goals of Each Individual Client - Specializes in Family Wealth Counseling, Risk-Management, Group Employee Benefits, & Business Advisory Services
TBR® Inspection Report
EDWARD JONES - JIM HALE
3635 Mt Holly Huntersville Road, Suite 501, Charlotte, NC 28216
Wealth Management, Retirement and College Savings, Stocks, Bonds and Mutual Funds, Insurance, Annuities, Cash and Credit, Paying for Education, Business Credit Cards, Estate Planning, Investment, Tax Planning, Long-term Disability Insurance, Life Insurance, Annuities, Long-Term Care Insurance & Brokerage Account
Provides Stocks, Bonds, Mutual Funds, CDs, Advisory Services, Trust Services, Mortgages & Borrowing Solutions