Triumvirate Financial Services

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.

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

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