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DHFS Wealth ManagementFinancial advisor in Davidson, NC

DHFS Wealth Management is a financial advisor at 711 Peninsula Dr, Davidson, NC 28036. Open Monday to Friday.

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.

Davidson, NC0 paid placements in any rankingHow we rank

Call (704) 895-8370Website ↗

Key facts

Key facts about DHFS Wealth Management
Address711 Peninsula Dr, Davidson, NC 28036Get directions
Phone(704) 895-8370
Websitedhfswealth.com
HoursMonday to Friday: 9 AM – 5 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Stockbrokersadditional Google category

Service area

Serves Davidson and 11 towns within 25 miles: Cornelius, Huntersville, Mooresville, Kannapolis, Mount Holly, Harrisburg, Concord, Charlotte, Statesville, Belmont and Lincolnton.

Based in Davidson, NCView on map

Opening hours

Opening hours for DHFS Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about DHFS Wealth Management

What are DHFS Wealth Management’s hours?

DHFS Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does DHFS Wealth Management serve?

Serves Davidson and 11 towns within 25 miles: Cornelius, Huntersville, Mooresville, Kannapolis, Mount Holly, Harrisburg, Concord, Charlotte, Statesville, Belmont and Lincolnton. 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.

How do I contact DHFS Wealth Management?

Call DHFS Wealth Management on (704) 895-8370. The business is at 711 Peninsula Dr, Davidson, NC 28036. 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.

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