

Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Business Retirement Plans
- Intergenerational Planning
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Business Retirement Plans
- Intergenerational Planning
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Team Members
Sharon HallSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| 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 | By Appointment Only |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(336) 386-0846Fax
(877) 244-6808Office Address
124 W Kapp Street Suite CDobson, NC 27017opens in a new window
Mailing address
P O Box 407Dobson, NC 27017
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