Skip to content

Bret Cozewith: Primerica - Financial ServicesFinancial advisor in Charlotte, NC

Bret Cozewith: Primerica - Financial Services is a financial advisor at 1338 Hundred Oaks Dr Aa, Charlotte, NC 28217, ranked #18 of 273 financial advisors in Charlotte and rated 5.0 from 33 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 302-2801Website ↗

Key facts

Key facts about Bret Cozewith: Primerica - Financial Services
Address1338 Hundred Oaks Dr Aa, Charlotte, NC 28217Get directions
Phone(704) 302-2801
Websitereps.primerica.com
Google rating5.0 from 33 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charlotte and 11 towns within 25 miles: Belmont, Matthews, Weddington, Mount Holly, Stallings, Indian Trail, Mint Hill, Gastonia, Waxhaw, Harrisburg and Huntersville.

Based in Charlotte, NCView on map

Questions about Bret Cozewith: Primerica - Financial Services

How is Bret Cozewith: Primerica - Financial Services ranked in Charlotte?

Bret Cozewith: Primerica - Financial Services is ranked #18 of 273 financial advisors in Charlotte by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Bret Cozewith: Primerica - Financial Services serve?

Serves Charlotte and 11 towns within 25 miles: Belmont, Matthews, Weddington, Mount Holly, Stallings, Indian Trail, Mint Hill, Gastonia, Waxhaw, Harrisburg and Huntersville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Bret Cozewith: Primerica - Financial Services?

Bret Cozewith: Primerica - Financial Services has a rating of 5.0 from 33 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Bret Cozewith: Primerica - Financial Services?

Call Bret Cozewith: Primerica - Financial Services on (704) 302-2801. The business is at 1338 Hundred Oaks Dr Aa, Charlotte, NC 28217. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Bret Cozewith: Primerica - Financial Services? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Bret Cozewith: Primerica - Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Bret Cozewith: Primerica - Financial Services (this business)—715.0 (33)——
Hobart Wealth - Financial Planning Services#16714.9 (44)NoNo8.2 mi
Nathan Weir, CFP®, AIF®, RICP®, Financial Planner#17715.0 (33)NoNo6.6 mi

See all 273 ranked financial advisors in Charlotte