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      Details

      General Info

      Our Preferred Program combines premium banking services with comprehensive investment, insurance and borrowing solutions backed by a team of experienced financial professionals giving you personalized support.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 704-554-2406

      Address:
      7530 Pineville Matthews Rd Charlotte, NC 28226
      Email:

      Link:

      http://preferredspecialist.53.com/

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      Category
      Financial Planners
      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.