portrait of Aaron M Kauffman
FINANCIAL ADVISOR

Aaron M Kauffman

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Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Personal Interests

  • Golfing
  • Community Outreach
  • Coaching Sports
  • Health & Nutrition

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Office Information

Hours

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

Fax

(800) 336-2117

Branch Team

  • Donna O'Kane
    Sr. Branch Office Administrator

Office Address

The Fountains
8133 Ardrey Kell Rd Ste 105
Charlotte, NC 28277opens in a new window

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