Contact Our Investment Team

We welcome the opportunity to discuss how we can assist you. Our Financial Consultants will provide you with professional, yet personal assistance in assessing your needs.

  • Telephone:(704) 983-5959
  • Fax: (704) 982-4520
  • Email: Secure email

Consultation is Absolutely Free and Confidential

Securities and Insurance Products are offered by, and Consultants are registered with, UVEST Financial Services and its affiliates, Member: FINRA / SIPC . UVEST and Bank of Stanly are independent entities.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.