portrait of Brian Mathis
FINANCIAL ADVISOR

Brian Mathis,

CFP®
503 Carthage Street Suite 200 Sanford, NC 27330 opens in a new window
Call Send Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Personal Interests

  • Golfing
  • Personal Fitness
  • Vintage Cars

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 09:00AM - 05:00PM
Tuesday 09:00AM - 05:00PM
Wednesday 09:00AM - 05:00PM
Thursday 09:00AM - 05:00PM
Friday 09:00AM - 05:00PM
Saturday Closed
Sunday Closed

Additional Hours

  • Web Conferencing

Fax

(877) 593-3398

Branch Team

  • Jackie Barnes
    Sr. Branch Office Administrator
  • Riquita Taylor
    Branch Office Administrator

Office Address

503 Carthage Street Suite 200
Sanford, NC 27330opens in a new window

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