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Heafner Financial Solutions, Inc. in Charlotte, North Carolina

Heafner Financial Solutions, Inc.'s Website

(704) 552-1230

10700 Sikes Place, Suite 200
Charlotte, NC 28277

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Company Description:

Retirees like certainty. Taking risk may have worked, but retirement is a time for dependable income and reserves that won't disappear. Heafner Financial creates strategies for affluent families and business owners to create a stress-free retirement by providing predictable lifetime income, asset protection and tax reduction. Our goal is to provide our clients certainty, ease, freedom and control. Jim Heafner is a fiduciary, a Certified Financial Advisor and Certified Tax Specialist.

Services Offered:

Retirement Planning Advanced Retirement Strategies Tax Reduction Strategies
Estate Tax Planning Wealth Management

Business Information:

In Business Since:2006

Hours of Operation:

Monday: AM 8:30 to PM 5:00
Tuesday: AM 8:30 to PM 5:00
Wednesday: AM 8:30 to PM 5:00
Thursday: AM 8:30 to PM 5:00
Friday: AM 8:30 to PM 5:00
Saturday: Closed
Sunday: Closed

Payment Methods:

Personal Check, MasterCard, Discover, Visa, American Express

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