
Charlotte, North Carolina
Corporate Office
11610 N Community House Suite 100 Charlotte NC 28277
Phone704-529-9500
Fax(855) 753-8777
Email[email protected]
Monday - Thursday9am - 5pm
Friday9am - 2pm
Saturday - SundayClosed

Charlotte, North Carolina
Get Directions
11610 N Community House Suite 100 Charlotte, NC 28277
Charlotte, North Carolina
Our Team
Paul Durso
President & Founder
Charles B. Bowers, Jr.
Financial Advisor
Kyle Morgan
Financial Advisor
Niki Erb
Financial Advisor
Kimberly Townsend
Manager
Janet Dustman
Executive Administrator
Get Started
Let’s Plan Your Financial Future
The best way to move forward is to start a simple conversation.
Discover how Insightfolios can review your current situation and provide guidance or validation for your retirement strategy.