Broker Check

Jim McCollom

Wealth Advisor/Retirement Planner

(704) 247-9493

Jim has spent over 20 years working with businesses and individuals to implement retirement and investment strategies. Jim's goal is to help clients manage the assets they spend a lifetime accumulating. He strives to achieve this through...

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Joseph Giordano, PA

Wealth Advisor / Fixed Income



Joe's focus is on helping individuals, businesses and organizations create personalized strategies to help achieve their financial goals and needs. He believes that it is of utmost importance for clients to understand goals before...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.