Mint Hill Chamber

Carolina Retirement Solutions

Bronze
We are dedicated to guiding our clients through the uncertainties of retirement and their financial future. It is through our commitment to our client’s needs and financial goals that we have structured Carolina Retirement Solutions as an independent planning firm. Being independent is the foundation for us to serve as a fiduciary and gives us the ability to be objective in every strategy we recommend.

Contact: Andy Wood
4520 Mint Hill Village Lane Suite 105
Mint Hill North Carolina, 28227
Phone: (704) 545-9502
Fax: (704) 545-9503
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Tags: Financial Planning and Investments Financial Advisors Financial Planning Retirement Planning

Edward Jones

Diamond
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

Contact: Brandon Monette
4410 Mint Hill Village Suite 102
Mint Hill , 28227
Phone: 980-859-2549
Fax: 888-220-6720
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Tags: Financial Services Financial Advisors Financial Investments Mint Hill

Jeffrey Davis Financial Advisor

Silver
Brief Business Summary: Fiduciary Financial Planning from College & Home Planning through Retirement & Beyond

Contact: Jeffrey Davis
7427 Matthews Mint Hill Road Suite 105 285
Charlotte North Carolina, 28227
Phone: 704-222-5793
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Tags: Financial Investments Financial Advisors Financial Investments Financial Planning Investment Services Life Insurance Retirement Planning

SWS Financial Group, Inc

Bronze
Helping individuals, families and business owners create, build and preserve their wealth with retirement income and accumulation goal planning, insurance, tax diversification strategies and business succession planning.

Contact: Scott  Salisbury
7900 Matthews-Mint Hill Rd. Ste 115
Mint Hill North Carolina, 28227
Phone: (704) 559-1970
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Tags: Financial Planning and Investments Business Succession Planning Disablilty Estate Planning

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