Financial Advisory Services locations near Stanley, NC

Showing 1–6 of 6 results

Edward Jones - Financial Advisor: Mike Bowen

Bonds

📍 158 Buffalo Shoals Rd, Lincolnton, NC, 28092

📞 704-732-1631

Kemper Bob

Financial Advisory Services

📍 16930 W Catawba Ave Ste 101b, Cornelius, NC, 28031

📞 704-992-1173

🌐 www.bobkemperfinancial.com

I am a financial adviser that excels in wealth management to include portfolio diversification, asset allocation(employing traditional asset allocation, alternatives asset classes, and new asset classes such as cash valve life insurance), and rebalancing and reviewing the portfolio with the client. As a wealth manager, I also practice diversification among investment plans both qualified and non qualified. I provide life insurance planning, utilizing term and all forms of cash value life insurance to meet the many objectives that indiviguals may have(for instance protecting the family from a premature death to providing estate liquidity to providing a supplemental retirement tax free stream of income). Insurance planning for the business owner is an important component of what I do to include succession planning, buy sell insured plans, key person coverage, and deferred compensation plans.