North Main Financial Group

Fulcrum Capital Partners, located in Cornelius, NC and Wilmington, NC, offers a comprehensive range of financial services including insurance products, life insurance, annuities, securities, and investment advisory services through Principal Securities, Inc. Led by licensed professional Rob Higgins AIF, the firm provides personalized financial solutions to clients in multiple states. As an accredited investment fiduciary, Rob Higgins AIF adheres to strict educational standards and regulatory requirements, ensuring that clients receive expert guidance in insurance, investments, and financial planning. Affiliated with the Principal Financial Group, Fulcrum Capital Partners maintains a commitment to transparency, integrity, and client-centered financial management.Generated from the website

Lake Norman Financial Group, located in Cornelius, NC, is a firm dedicated to empowering clients to achieve their unique definitions of wealth. With core values of Integrity, Loyalty, Trust, and Compassion, they offer financial planning services tailored to individual goals and provide investment advice through a research-driven process. Driven by a vision to help clients live the life they desire, take care of loved ones, and support others in doing the same, Lake Norman Financial Group focuses on understanding each client's financial goals and delivering specific written recommendations to guide them towards financial success.Generated from the website

Lapis Financial Strategies, Inc, an independent financial services company, located on Lake Norman, Cornelius, NC. We are licensed to do business in NC and SC. Our mission is to help clients, individuals and business owners, achieve their financial goals and dreams while at the same time protecting their assets and maximizing their financial potential. All we ask of our clients is a desire to learn and an open mind. Through our education process we will challenge traditional financial strategies you may have learned or read about. We will not ask you to believe our strategies over these strategies. Instead we will measure and compare each strategy against one another and each client will ultimately decide the right strategy for them. Sandi Vizner, CLU, RFP is the owner of Lapis Financial Strategies, Inc Always doing what is in the best interest of the client and prompt follow up service has enabled me to grow my business solely through client referrals. I believe if you take care of your clients they will take care of you . While my philosophy is important to my business I also believe in education evident in my credentials. I am a registered investment advisor representative, and I was awarded the Chartered Life Underwriter, CLU designation and Registered Financial Planner, RFP designation. I am always working on other professional designations as well as attending numerous classes and seminars to keep a breast of new products and strategies to introduce to my clients. I have over 20 years experience in banking and financial services and graduated with honors obtaining BS degrees in Mathematics and Business Administration.