USPS Collection Box - Blue Box

Fairview Financial is an independent investment and wealth management firm located in the SouthPark area of Charlotte, NC. We specialize in providing efficient investment services tailored to the specific needs of our private and corporate clients. Our objective is to provide a very high level of individual attention, staying focused on the goal of targeting an appropriate level of risk while minimizing expenses - all in the pursuit of above average investment returns. We offer advisory services designed for individuals, including their retirement plans and trusts. All individual accounts are held at TD Ameritrade and can always be viewed online. We manage these accounts on a discretionary basis for an annual fee. Additionally, our securities business ( which is limited to Managed Futures funds for qualified investors ), is offered through Pacific West Securities, Inc, Member FINRA/SIPC. We also guide our clients in the selection of fixed annuities and represent several highly rated insurance companies. Our comprehensive 401 ( k ) consulting and advisory services utilize an open architecture approach and focus on eliminating conflicts of interest and minimizing total plan expenses. We are not affiliated with any other companies offering 401 ( k ) services and strive to provide completely unbiased advice. Fairview Financial is proudly independent and we strongly believe that we offer our clients the best of both worlds - independent and unbiased advice combined with financial services facilitated by some of the world's largest and most stable organizations - where careful investors can place their money with confidence. Thank you for your interest. Please call or email me directly if I can be of service.

About Insperity Since 1986, Insperity’s mission has been to help businesses succeed so communities prosper. Offering the most comprehensive suite of scalable HR solutions available in the marketplace, Insperity is defined by an unrivaled breadth and depth of services and level of care. Through an optimal blend of premium HR service and technology, Insperity delivers the administrative relief, reduced liabilities and better benefit solutions that businesses need for sustained growth. With 2021 revenues of $5.0 billion and more than 90 locations throughout the U.S., Insperity is currently making a difference in thousands of businesses and communities nationwide.