Our Qualifications

Insight Financial Partners, LLC has been working with individuals and businesses for seventeen 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, GA, MD, MI, CO and AL.  She is licensed to sell life and health, annuites, long term care and medicare supplements in the states of NC, MD, SC, FL.   

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