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Live in the moment.
Plan for the future.

Personal Insurance, Business Solutions,
& Financial Advising


Community
Causes

A PLEDGE TO OUR COMMUNITY

We're Dedicated To Making a Difference in People's Lives.Not only do we look out for our clients' well-being, but together, we can help others in need of a helping hand.



MAKE A DIFFERENCE

aboutus

We treat our clients like family. Our mission is to help them realize their dreams by providing the protection and peace of mind to power life's journey!

MEET THE TEAM

Here's What We Can Help YOU With

Our Hometown
Magazine

  • Not all great things in life come to you every month... But our magazine does! Be sure to grab it for helpful tips, yummy recipes, and to enter contests that pay cash prizes, too!

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Find Us

124 South Maint Street | Mount Holly, NC 28120
(704) 827-3151

1411 Trade Mart Blvd. | Winston Salem, NC 27127
(336) 788-4499