HICKORY —Diamond Pointe Monetary, a monetary companies agency established by native adviser Christiana Lovelace, AAMS, has formally opened an workplace at 901 U.S. 321 NW in Hickory.
Diamond Pointe Monetary offers funding steering, retirement planning, and life insurance coverage choices by means of LPL Monetary, the nation’s largest impartial broker-dealer and a pacesetter within the retail monetary recommendation market.
“It’s an thrilling time,” mentioned Lovelace. “It has at all times been my mission to serve our neighborhood as a dependable, impartial monetary useful resource and I look ahead to the chance to assist much more of my neighbors pursue their monetary objectives.”
For the final decade, Lovelace has served people and companies within the monetary trade, first in banking after which as a monetary adviser. Lovelace holds the Collection 7 and 66 Securities Licenses, a NC Life Insurance coverage License and the Accredited Asset Administration Specialist designation from the School for Monetary Planning. She is at the moment pursuing certification as a Chartered Retirement Planning Counselor (CRPC).
For extra data, you’ll be able to contact Diamond Pointe by calling 828-800-9383, visiting them on-line at DiamondPointeFinancial.com or on LinkedIn and Fb. A grand opening and ribbon chopping is scheduled for July 22.
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