Heafner Financial Solutions
Income, Retirement, Estate and Tax Planning
Contact Us
Heafner Financial Solutions, Inc.
6201 Fairview Road, Suite 200
Charlotte, North Carolina 28210
Business Phone: 704-552-1230
Business Fax: 704-552-1281
jimheafner@yahoo.com
- Jim Heafner, CSA, MBA, Series 6, 63, 65
* Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Heafner Financial Solutions, LLC. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions and Trust Company of America. Securities offered through Taylor Capital Management, Members: FINRA & SIPC, 2230 Towne Lake Parkway, Building 800, Suite 130, Woodstock, GA 30189.