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Federal Financial Services, Inc.
Distance: 46.1 MiPO Box 247
28621-0247 Elkin -
O Max Gardner III PC
Distance: 64.8 Mi403 S Washington St
28150-5902 Shelby -
Chase Thompson
Distance: 67.6 Mi18141 W Catawba Ave
28031 Cornelius -
Profit Technologies Inc.
Distance: 67.6 Mi209 Delburg St Ste 206
28036-6907 Davidson -
The Sales Institute
Distance: 74.5 Mi1612 Heatherloch Dr
28054-6451 Gastonia
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Description
Our most flexible service offering, the Advisor platform is designed to provide clients with answers to specific questions or needs. Typical clients may already have a relationship with another advisor, but are interested in a gaining the perspective of a second opinion. Other clients may value the independence of trading themselves, but appreciate occasional professional guidance. Still others may be interested in gaining insight into their financial lives through working with an experienced Certified Financial Planner professional.
This commitment is evident not only in our approach to investing, but in our practice, as well. One needs to look no further than our own firm’s legacy for a sense of permanence – with two generations securely in place providing financial counsel.