Sara Richard, Financial Advisor located in Shelby, NC

Financial Advisor
Sara A Richard

1427 E Marion Street Suite F, Shelby, NC 28150opens in a new window
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Focus Areas

  • Healthcare Professionals
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Team Members

  • Penny Newton
    Sr. Branch Office Administrator

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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

Phone

(704) 470-4958

Fax

(877) 771-5367

Office Address

1427 E Marion Street Suite F
Shelby, NC 28150opens in a new window

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