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Home > Financial Planner Directory > North Carolina > Cornelius > Jeremiah H. Wyatt, II, CFP®, ChFC
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Jeremiah H. Wyatt, II, CFP®, ChFC

Integrated Investments, Inc.

19453 W Catawba Ave
Suite C
Cornelius, NC 28031-4022
Phone: (704) 896-5571
Fax: (704) 943-3065

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.