Discover strategies to keep your financial life organized and thriving.
We use cutting-edge technology to enable you to access your financial information via web portal or from your phone. View your network. View and link your accounts. Track your spending. Even see your portfolio, anywhere, anytime.
Office: (980) 859-0022
Fax: (980) 237-6445
121 Greenwich Road
Suite 107
Charlotte, NC 28211
FINRA's BrokerCheck
Download our FREE mobile app to easily stay connected, access your accounts and much more. Text "bluewolfe" to 36260 or Scan the QR code. Call our office if you have any problems or questions.
Ensure the credibility of your financial professional by referring to FINRA's BrokerCheck for a thorough background check.
Investment Advisory Services are provided by Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered by Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC. These services are available to residents of AL, FL, MO, NY, NC, SC, VA, and TN. Please note that Cambridge and Blue Wolfe Financial are separate entities.
This content is compiled from reliable sources, but it is important to note that it does not serve as tax or legal advice.
For personalized information pertaining to your unique circumstances, we recommend consulting legal or tax professionals.
Please find a copy of our Client Relationship Summary and Supplement and Form ADV 2A
here.