Helping businesses and individuals reach their financial goals and protect their employees and families!

General Info

Serving the local area. I know that good planning can impact families for generations. And I consider it my personal and professional mission to help people build financial security and to protect their families and their businesses. I work with my clients to evaluate and adjust their financial strategies as needs change throughout their lives.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	9:00 am - 8:00 pm
Sat - Sun	Closed

Contact Info

Phones:

Main - 704-684-5240

Charlotte Division Office - 704-556-1078

MobilePhone - 704-519-5113

Fax - 704-556-1068

Address:

303 South Indian Trail Rd Indian Trail, NC 28079

Email:

Contact Us

Link:

http://mutualofomaha.com/agent/michaelcarter

Categories

Investments, Annuities & Retirement Insurance Plans, Financial Services, Life Insurance, Retirement Planning Services

Amenities

Discovery Planning sessions, seminars, and educational material. Come by for a free cup of coffee and literature. Be sure to schedule a one on one discovery session before you leave!

Other Information

Wheelchair Accessible: Yes