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8:30AM - 5PM
6128 Creft Cir Bldg 2, Lake Park
Investing
8:30AM - 5:30PM
10706 Sikes Pl #175, Charlotte
Investing
“Dale and Jerri are the best! I have used them personally and professionally for many years and have sent many friends and family to them for financial assistance.”
“Very good experience! I came to this branch to fix an issue with my online account. I got all the help I needed from two wonderful people: Maria Zambrano (Branch Manager) and Jose Vela. They were both courteous, friendly and professional.”
9:30 AM - 4:00 PM
1989 Dickerson Blvd, Monroe
Investing
Investing
Investing
“We have been clients for almost 15 years. Could not possibly be happier with the "above and beyond" service we get from the Charlotte office. If you're looking for advice, accountability, and asset management from a firm with a strong biblical worldview, this is the firm for you.”