Steve Jackson, Financial Advisor

Financial Advisor
Steve Jackson

CEPA®
315 S Talbert Blvd, Lexington, NC 27292opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Vintage Cars
  • Car Restoration
  • Traveling
  • Volunteering
  • Community Outreach

Team Members

  • Angela Louya
    Sr. Branch Office Administrator
  • Caren Hollady
    Sr. Branch Office Administrator
  • Hannah Barnhill
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu Closed for Holiday
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(336) 224-5329

Fax

(877) 721-2106

Office Address

315 S Talbert Blvd
Lexington, NC 27292opens in a new window

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