Sovereign Investment Group Wealth Management

Reviews, get directions and contact details for Sovereign Investment Group Wealth Management

Address: 104 Welton Way, Mooresville, NC 28117, USA

Phone: (704) 508-4949

Website

State: North Carolina

City: Mooresville

Zip Code: 28117

Opening Hours

Monday: 8:00 AM – 4:30 PM
Tuesday: 8:00 AM – 4:30 PM
Wednesday: 8:00 AM – 4:30 PM
Thursday: 8:00 AM – 4:30 PM
Friday: 8:00 AM – 4:30 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

I have been working with Sovereign Investment Group for well over 10 years with all my financial needs, to include life insurance, retirement, and even how best to invest my non retirement funds. They have always been upfront and honest. They make time and make sure we speak at least annually about the performance of my investments and to understand changes in my life. At this point I consider Ted and team like family.

 9 years ago (01-02-2018)

I have been working with Sovereign Investment group for just about 7 years. Starting out as someone who knew very little about investing, it was great to have someone who was willing to take the time to educate me about the choices I could make without any pressure. Ted, Penny, and the rest of the team are an excellent resource and make me feel very comfortable with my choices for investments.

 9 years ago (31-01-2018)

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Sovereign Investment Group Wealth Management

Reviews, get directions and contact details for Sovereign Investment Group Wealth Management

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