Steve Kerekes
CFP®, LUTCF®, FIC
Associate Financial Advisor
State(s) Licensed: CT, GA, MT, NC, SC, WI
Phone: 704-905-8014
Address:
4530 Park Rd Ste 109
Charlotte, NC 28209
State(s) Licensed: CT, GA, MT, NC, SC, WI
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
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Location
Charlotte Office
- Phone:
- 704-905-8014
Hours
M – F: 9 a.m. – 5 p.m.