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      Financial Planners in Terrell

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      1.Annuity General

      Serving your Area

      OPEN 24 HOURS
      Annuity General

      2.Wells Fargo Advisors

      Newton, NC 28658

      Wells Fargo Advisors

      3.Peoples Investment SVC INC

      1074 River Hwy, Mooresville, NC 28117

      OPEN NOW:8:00 am - 7:00 pm

      4.Edward Jones - Financial Advisor: Roy E Boone, AAMS™

      108 Argus Ln Ste B, Mooresville, NC 28117

      OPEN NOW:8:00 am - 5:00 pm
      Edward Jones - Financial Advisor: Roy E Boone, AAMS™

      5.Hobart Wealth - Financial Planning Services in Lake Norman

      400 N Harbor Pl Ste F, Davidson, NC 28036

      OPEN NOW:8:30 am - 5:00 pm
      Hobart Wealth - Financial Planning Services in Lake Norman

      6.Fifth Third Preferred - Kerr-Ann Dempster

      7471 Eastcross Drive, Denver, NC 28037

      OPEN NOW:8:00 am - 5:00 pm
      Fifth Third Preferred - Kerr-Ann Dempster

      7.Christopher W. Davis CFP

      130 Harbour Place Dr. Ste 200, Davidson, NC 28036

      8.Pulley, Stephen, AGT

      20109 Knox Rd, Cornelius, NC 28031

      OPEN NOW:8:00 am - 6:00 pm
      Pulley, Stephen, AGT

      9.Jeff Kerr - Thrivent

      837 S Main St, Troutman, NC 28166

      OPEN NOW:9:00 am - 5:00 pm
      Jeff Kerr - Thrivent

      10.Michael McGlinsky - Thrivent

      837 S Main St, Troutman, NC 28166

      OPEN NOW:9:00 am - 5:00 pm
      Michael McGlinsky - Thrivent

      11.Gary Samuelson - Thrivent

      837 S Main St, Troutman, NC 28166

      OPEN NOW:9:00 am - 5:00 pm
      Gary Samuelson - Thrivent

      12.Fifth Third Private Bank - Kiara Hackshaw-Gary

      329 N Main St, Mooresville, NC 28115

      OPEN NOW:9:00 am - 5:00 pm
      Fifth Third Private Bank - Kiara Hackshaw-Gary

      13.Merrill Lynch Wealth Management

      368 W Plaza Dr, Mooresville, NC 28117

      14.Merit Financial Advisors

      130 Harbour Place Dr Ste 200, Davidson, NC 28036

      OPEN NOW:8:30 am - 5:00 pm

      15.Davidson Wealth Management

      130 Harbour Place Dr, Ste 200, Davidson, NC 28036

      OPEN NOW:9:00 am - 5:00 am

      16.Aventus Investment Advisors

      19810 W Catawba Ave, Suite G, Cornelius, NC 28031

      OPEN NOW:9:00 am - 5:00 pm
      Aventus Investment Advisors

      17.Thrivent Financial

      837 S Main St, Troutman, NC 28166

      18.Bookman Bright

      209 Delburg St #205, Davidson, NC 28036

      OPEN NOW:8:00 am - 5:00 pm

      19.The Exudus Group

      17224 Bridgeton Ln, Cornelius, NC 28031

      20.Thompson Financial

      18141 W Catawba Ave, Cornelius, NC 28031

      21.Lakeside Financial Services

      18127 W Catawba Ave, Cornelius, NC 28031

      OPEN NOW:9:00 am - 5:00 pm

      22.Impact Financial Systems Inc

      17718 Kings Point Dr Ste B, Cornelius, NC 28031

      23.VectorVest, Inc.

      20472 Chartwell Center Dr, Cornelius, NC 28031

      CLOSED NOW:
      VectorVest, Inc.

      24.Edward Jones - Financial Advisor: Patrick A Nielsen

      151 Welton Way, Mooresville, NC 28117

      OPEN NOW:8:30 am - 5:00 pm
      Edward Jones - Financial Advisor: Patrick A Nielsen

      25.Edward Jones - Financial Advisor: Jamie E Dugo

      109 Professional Park Dr Ste 100, Mooresville, NC 28117

      OPEN NOW:8:00 am - 5:00 pm
      Edward Jones - Financial Advisor: Jamie E Dugo

      26.Steward Partners

      125 E Plaza Dr Ste 106, Mooresville, NC 28115

      OPEN NOW:9:00 am - 5:00 pm

      27.Fifth Third Securities - Chris Gruin

      329 N Main St, Mooresville, NC 28115

      OPEN NOW:8:00 am - 5:00 pm
      Fifth Third Securities - Chris Gruin

      28.Fifth Third Securities - Stephen E. Krise

      329 N Main St, Mooresville, NC 28115

      OPEN NOW:9:00 am - 5:00 pm
      Fifth Third Securities - Stephen E. Krise

      29.Moretz Wealth Management

      347 N Main St Ste B, Mooresville, NC 28115

      OPEN NOW:8:00 am - 5:00 pm

      30.Lapis Financial Strategies

      20212 Zion Ave, Cornelius, NC 28031

      OPEN NOW:9:00 am - 4:00 pm
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      Annuity General

      800-335-1854

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      Wells Fargo Advisors

      Newton, NC 28658

      828-464-1151

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      Peoples Investment SVC INC

      1074 River Hwy, Mooresville, NC 28117

      704-658-3600

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      Edward Jones - Financial Advisor: Roy E Boone, AAMS™

      108 Argus Ln Ste B, Mooresville, NC 28117

      704-660-0639

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      Hobart Wealth - Financial Planning Services in Lake Norman

      400 N Harbor Pl Ste F, Davidson, NC 28036

      704-553-0123

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      Fifth Third Preferred - Kerr-Ann Dempster

      7471 Eastcross Drive, Denver, NC 28037

      704-688-1574

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      Christopher W. Davis CFP

      130 Harbour Place Dr. Ste 200, Davidson, NC 28036

      704-655-7680

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      Pulley, Stephen, AGT

      20109 Knox Rd, Cornelius, NC 28031

      704-875-8550

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      Jeff Kerr - Thrivent

      837 S Main St, Troutman, NC 28166

      704-293-5107

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      Michael McGlinsky - Thrivent

      837 S Main St, Troutman, NC 28166

      828-545-2658

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      Gary Samuelson - Thrivent

      837 S Main St, Troutman, NC 28166

      704-506-3234

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      Fifth Third Private Bank - Kiara Hackshaw-Gary

      329 N Main St, Mooresville, NC 28115

      704-696-3439

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      Merrill Lynch Wealth Management

      368 W Plaza Dr, Mooresville, NC 28117

      704-386-0848

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      Merit Financial Advisors

      130 Harbour Place Dr Ste 200, Davidson, NC 28036

      704-892-1388

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      Davidson Wealth Management

      130 Harbour Place Dr, Ste 200, Davidson, NC 28036

      704-655-7696

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      Aventus Investment Advisors

      19810 W Catawba Ave, Suite G, Cornelius, NC 28031

      704-237-4207

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      Thrivent Financial

      837 S Main St, Troutman, NC 28166

      980-276-0088

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      Bookman Bright

      209 Delburg St #205, Davidson, NC 28036

      704-256-6016

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      The Exudus Group

      17224 Bridgeton Ln, Cornelius, NC 28031

      704-895-7744

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      Thompson Financial

      18141 W Catawba Ave, Cornelius, NC 28031

      704-896-6422

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      Lakeside Financial Services

      18127 W Catawba Ave, Cornelius, NC 28031

      704-655-8580

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      Impact Financial Systems Inc

      17718 Kings Point Dr Ste B, Cornelius, NC 28031

      704-894-9331

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      VectorVest, Inc.

      20472 Chartwell Center Dr, Cornelius, NC 28031

      704-895-4095

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      Edward Jones - Financial Advisor: Patrick A Nielsen

      151 Welton Way, Mooresville, NC 28117

      704-662-9454

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      Edward Jones - Financial Advisor: Jamie E Dugo

      109 Professional Park Dr Ste 100, Mooresville, NC 28117

      704-663-5382

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      Steward Partners

      125 E Plaza Dr Ste 106, Mooresville, NC 28115

      704-594-7228

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      Fifth Third Securities - Chris Gruin

      329 N Main St, Mooresville, NC 28115

      704-696-3426

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      Fifth Third Securities - Stephen E. Krise

      329 N Main St, Mooresville, NC 28115

      704-696-3421

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      Moretz Wealth Management

      347 N Main St Ste B, Mooresville, NC 28115

      704-230-2349

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      Lapis Financial Strategies

      20212 Zion Ave, Cornelius, NC 28031

      704-237-3535

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