Joshua Roberson, Financial Advisor located in Denver, NC

Financial Advisor
Joshua Roberson

CEPA®
137 Cross Center Rd Ste 137, Denver, NC 28037opens in a new window
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Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • Not-for-profit Organizations

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Lisa Lemons
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:30PM
Sat Closed
Sun Closed

Phone

(704) 951-8023

Fax

(888) 215-1618

Office Address

137 Cross Center Rd Ste 137
Denver, NC 28037opens in a new window

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