Jeff Kerr - Thrivent

True Wealth is all the things money cant buy and death cant take away. Our financial advisors want to learn what True Wealth means to you. Our financial advisors are focused on making the complex simple for families in Mooresville, Charlotte, Concord, Lexington and the rest of North Carolina.

Livingston Financial is a financial services company located in Mooresville, NC. They offer a variety of services, including: * Investments * Bonds * Common stock * Educational IRAs * Traditional IRAs * Roth IRAs * SEP IRAs * Simple IRAs * Brokerage accounts * Treasury bills * Government securities * Treasury notes * Variable annuities * Financial planning * Retirement plans * Tax plans * 401(k) planning * 403(b) planning * College plans * Estate plans * Money purchasing plans * Profit sharing plans They also offer insurance, including: * Disability income insurance * Life insurance * Long-term-care insurance

Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you create the lifestyle you want. Our objective is to help provide a path, connecting you to the future you desire — whether you’re investing for financial growth, preparing to send kids to college, planning for your retirement, or working toward another goal. The experienced Investment Professionals at Fifth Third Securities will work hard on your behalf to help bridge the gap between where you are, and where you want to go. As your situation or objectives change, your Investment Professional is here for you to discuss ways to adapt your strategy.