Wealth Management Solutions in Kannapolis, North Carolina

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Wealth Management Solutions In Kannapolis, North Carolina

In Kannapolis, North Carolina

Call for a free portfolio review¹ (844) 381-1616

Find an Investment Professional

BUILD AN INVESTMENT STRATEGY IN Kannapolis THAT ADDS UP

Through our wealth management solutions, we’ll assess whether you’re on track to reach your goals, and then help you build a customized strategy in order to improve upon your financial security. We offer a variety of investment options, whether your goal is retiring, buying a new home or saving for your child’s education.
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LEARN MORE ABOUT OUR INVESTMENT SERVICES IN Kannapolis in Kannapolis, North Carolina

Bankers Life Securities, Inc., Financial Representatives can help build and maintain your portfolio by:

  1. Offering commission-based sale of mutual funds, unit investments trusts, exchange-traded funds and variable annuities.

  2. Taking customer orders.

  3. Executing securities transactions.

  4. Making recommendations to buy, sell or hold securities.

Bankers Life Advisory Services, Inc., Investment Advisor Representatives can help you manage your investments by:

  1. Providing professional, third-party portfolio management and trading.

  2. Rebalancing your portfolio.

  3. Performing portfolio management.

  4. Providing a fiduciary standard of care.

  5. Offering quarterly performance reports.

Take control of your financial future in Kannapolis, North Carolina

Work with a local investment professional

Just getting started? A Bankers Life investment professional can help you create an investment strategy that supports your goals. Contact us today, and a local Financial Representative will get in touch with you.
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Get a complimentary portfolio review

Already have an investment portfolio? Whether you’re looking to make a change, or you just want a second opinion, we offer portfolio reviews at no cost to you.¹ Call us today, and we will review your current portfolio.
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Accessible to you at any time

Bankers Life is here to make your life easier—whether you’re just starting to think about investing or you’re fine-tuning your current portfolio. When you’re making decisions as important as planning for retirement, you want someone you trust. At Bankers Life, our goal is simple: to provide the best guidance and service possible.
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Check the background of our firm with FINRA's BrokerCheck

BrokerCheck is a free tool to research the background and experience of financial brokers, advisors and firms. Visit brokercheck.org.

Manage your investments with help from Bankers Life Advisory Services, Inc. in Kannapolis, North Carolina

The decisions you make now will impact your financial future. Let a Bankers Life Advisory Services, Inc. Investment Advisor help guide you through the challenges of investing. We can create a personalized solution built to provide potential long-term investment success.
Bankers Life Advisory Services, Inc. is an SEC-registered investment advisor, offering fee-based investment management, primarily using third-party model portfolios.
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By clicking “Request a free consultation,” you consent to being contacted by a Bankers Life Securities, Inc. financial representative. Bankers Life Securities does not charge a fee for portfolio reviews. Fees for other services may apply as noted in the published Fee and Commission Schedule.
Thank you for contacting us. Your request is very important to us and a local Bankers Life® insurance agent will contact you to answer your questions.
Thank you for your interest in Bankers Life®, at this time more information is needed. CONTACT US TODAY: (800) 624-9099 with the information that you have requested.
About Bankers Life in Kannapolis, North Carolina
Bankers Life Securities, Inc., and Bankers Life Advisory Services, Inc., in Kannapolis, North Carolina are here to help you. When you're making decisions as important as planning for retirement, you want support from someone you trust. We get to know our clients personally so we can provide the best guidance and service possible. Visit us at our Kannapolis, North Carolina location today or contact us at (844) 381-1616. Request a free consultaton today!

Areas we Serve near Kannapolis, North Carolina