State Farm Agent located in Matthews, North Carolina, serving Matthews and Union County.
Bringing back community banking - with locations in Monroe and Wingate. It's been a long time coming, a community bank that supports and invests in local businesses, families, and individuals.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money.
The most important thing to me is finding out what is most important to my clients. I have an established process I use to build tailored solutions to my client's financial needs.
Strategic Tax & Financial Planning, Accounting and Bookkeeping services.
Our mission is to provide financial security and peace of mind through our insurance, annuity and investment products and services.
ENROLLED AGENT
INDIVIDUAL & BUSINESS TAX PREPARATION
TAX PLANNING & RESOLUTION
BOOKKEEPING
SMALL BUSINESS ADVISORY
Main Office
903 Skyway Drive, Monroe NC 28110
Tel 704.289.4567 | Fax 704.282.0122
info@UnionCountyCoC.com
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Information Center – Indian Trail
First Citizens Bank Lobby
424 N Indian Trail Rd, Indian Trail, NC 28079
Information Center – Marshville
First Citizens Bank Lobby
6705 E Marshville Blvd, Marshville, NC 28103