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        Neighborhood
        Mineral Springs
        Categories
        Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Investment Securities, Retirement Planning Services

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        ktothetme

        03/19/2008

        Overall
        Very Good

        I had to do a lot of estate planning and their services were great. I just called and explained what I needed to do and they set me up with a financial planner who genuinely cared about my needs. It was nice to feel like I wasn't just a number.

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        Details

        Phone: (704) 333-7637

        Address: 8320 University Exec Park Dr Apt 110, Charlotte, NC 28262

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