Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Business Retirement Plans
- Divorce Finances
Certifications
AAMS™
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Golfing
- Outdoor Enthusiast
- Yoga
- Personal Fitness
- Cooking
Team Members
- Sharon HallSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(336) 386-0846Fax
(877) 244-6808Office Address
124 W Kapp Street Suite CDobson, NC 27017opens in a new window
Mailing address
P O Box 407Dobson, NC 27017
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