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8AM - 5PM
108 Argus Ln B, Mooresville
Investing
“We have had Roy as our financial planner for several years now and will never consider or trust anyone else for our retirement. He is clear, knowledgeable and gives result driven advice. I can approach him with any concern or doubts as I am NOT financial savvy. He and his support staff are truly stellar, and this remark has been earned at every turn.”