Investment Advisor: Insight Financial Partners, LLC
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Company: Insight Financial Partners, LLC
Contact: Wendy Weant
219 Statesville Blvd
Salisbury, North Carolina, 28144
Phone: (704) 636-9494
Fax:
(704) 636-9495
Website: http://www.insightfinancialpartnersllc.com
Our mission is to help you maximize assets while minimizing taxes. Our staff includes investment advisor, and CPA. We take into consideratio your risk tolerance and time horizon, and utilize a variety of financial tools, from fee-based asset management,
Serves Counties: Cabarrus (NC), Davidson (NC), Iredell (NC), Mecklenburg (NC), Rowan (NC)
License #: 4622292
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: Years
Designations:
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: no minimum
License Type: Series 6,Series 7,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Securities and Investment Advisory Services offered through ING Financial Partners, Member SIPC. Insight Financial Partners, LLC is not a subsidiary of nor controlled by ING Financial Partners
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