Insight Financial Partners, LLC

CONNECT

Address:

219 Statesville Blvd
Salisbury, NC 28144

Phone:

(704) 636-9494

Fax/Other:

(704) 636-9495

Our Qualifications

Insight Financial Partners, LLC has been working with individuals and businesses for eleven years. Our professionals use their extensive personal and professional experience in financial planning to help you pursue your goals.

Wendy P. Weant, Investment Advisor Representative, holds securities registrations 6, 7, 63, and 65, enabling her to offer securities as a registered representative and investment advisor in NC, SC, FL, MD, MO and AL.  She is licensed to sell life and health, annuites, long term care and medicare supplements in the states of NC, SC, FL.   

Amy G. Dunn, CPA, (CPA License # 16192), holds securities registrations 7 and 63, and  licenses to provide life and health insurance, annuities,and  long term care products in NC.  She has been practicing as a Certified Public Accountant since 1986, and currently serves as Partner in the Public Accounting firm of Trexler, Watson, Thompson. & Dunn, PLLC. 

Our blend of financial professionalism offers unique insights into helping you preserve, grow and protect your assets while minimizing taxes, and help guide you to achieve your financial goals.