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FINANCIAL ADVISOR

Jim Hale

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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Estate & Legacy Strategies
  • Intergenerational Planning

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(866) 462-7265

Branch Team

  • Deborah Shanor
    Sr. Branch Office Administrator

Office Address

10917 Black Dog Ln
Charlotte, NC 28214
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