Brian Spencer & Associates

Primerica is a financial services company located in Cornelius, NC, offering a range of products and services including investments, savings, term life insurance, mortgage loans, and auto and homeowners insurance. With a commitment to doing what's right for Main Street families, Primerica provides education on personal finance through their HOW MONEY WORKS materials and promotes the Buy Term and Invest the Difference philosophy. As independent contractors, Primerica representatives are licensed to sell products in specific jurisdictions and are dedicated to helping individuals achieve financial security. Primerica Mortgage, LLC, a state licensed Mortgage Broker, is also part of the Primerica family, providing mortgage products through a contractual agreement with third-party lenders. With its headquarters in Duluth, GA, Primerica Mortgage offers equal housing opportunities and ensures that all loans, credit, and collateral are subject to underwriting and approval by the lender. Terms, rates, and conditions are subject to change, and not all loan products may be available.Generated from the website

Grit Partners is a financial services firm located in Davidson, NC. We offer a wide range of financial services, including investment planning, retirement planning, tax planning, college planning, estate planning, and insurance. We have a team of experienced financial professionals who can help you reach your financial goals. Contact us today to learn more about our services and how we can help you.

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.