Fairview Financial, LLC

Fairview Financial, LLC

  • 6100 Fairview Rd Ste 1210
  • Charlotte, North Carolina
  • 28210

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Description

Fairview Financial, LLC is a Registered Investment Advisory firm located in the SouthPark area of Charlotte, NC. Fairview specializes in providing efficient investment programs tailored to the specific needs of private clients. Our primary objective is to provide a very high level of individual attention while staying focused on our goal of attempting to minimize risk and expenses in the pursuit of above average investment returns. Investment programs are designed for individuals, trusts and foundations. Advisory accounts are held at TD Ameritrade, which is one of the world's largest discount brokerage firms. Additionally our securities business is offered through Pacific West Securities, Inc. We are also a full service Life and Health insurance agency representing highly rated companies such as Hartford, ING and Integrity Life.

Fact sheet

Number of employees
1

Products & services

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