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 About Us 

Why Choose Us?

When choosing a Financial Professional, you want someone you can trust. We are an independent firm. We do not work for an insurance company; bank or huge brokerage firm, we work for you! We work on your side when you have a problem and follow through to see that your interest gets fair and prompt attention. As an independent financial firm, our duty is to our client's best interests. As your financial professional, it is our responsibility to provide YOU the best service and the best coverage, at the best possible price.

Our expertise is based on well-trained experienced associates that can tailor a comprehensive insurance program for your specific needs. You will have the added benefit of working with a professional who understands your income needs in retirement. Finding the right product is only the beginning.

When you become our client, you will receive:

  • Practical and accurate information about your insurance and investment programs.
  • A professional who works for your interests.
  • Personal service.

Whether you need to discuss a policy change, have a question about billing or need to restructure your investments, our financial representatives are the best in the business and will handle your request professionally and quickly.

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Securities offered through Southeast Investments, N.C., Inc.
Member FINRA, SIPC OSJ: 820 Tyvola Rd., Suite 104, Charlotte, NC 28217
Phone: 800-828-1295 or 704-527-7873

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