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RJ Wolfarth, Financial Advisor

FINANCIAL ADVISOR
RJ Wolfarth

111 Ray Kennedy Dr, Locust, NC 28097opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Real Estate and Construction

About RJ

As a financial advisor, I find helping improve the quality of my clients’ lives beyond just a monetary value to be incredibly rewarding. Providing clients financial confidence while building lasting, meaningful relationships is truly an invaluable aspect of my career.

Your comfort level is my top priority. I provide a safe space for you to feel vulnerable about your financial questions or issues. The most successful relationships with my clients are the ones that view me and my team as your true partners. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk....

Work History

  • Edward JonesMarch 2023 to Current
  • Service Electric and ControlApril 2006 to May 2022

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Office Information

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 781-0674

Fax

(855) 429-0667

Office Address

111 Ray Kennedy Dr
Locust, NC 28097opens in a new window

Mailing address

P O Box 238
Locust, NC 28097

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