Danny Rodriguez: Primerica-Financial Services

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

A4 Wealth Advisors LLC is a full-service retirement planning company located in Huntersville, NC. Committed to the development and preservation of all four asset classes - Financial, Intellectual, Social, and Human - their team of experienced financial service professionals helps clients achieve clarity, balance, and confidence in their lives. With a focus on excellent customer service and the protection and preservation of client wealth, A4 Wealth Advisors offers services such as asset maximization, income planning, long-term care, Medicare, and social security. They believe in aligning all four asset classes to live a prosperous and balanced life, and their mission is to serve the needs and goals of their clients. A proud sponsor of LKN Flyers, A4 Wealth Advisors offers a 5-step process to make getting started easy, including gathering documents, fact feeling, custom strategy, solutions execution, and an ongoing relationship. With their Generational Vault, clients can securely upload important documents and view financial information, while their expertise in income planning, long-term care, Medicare, and social security helps retirees navigate the complexities of retirement planning.Generated from the website