Corporate Headquarters
1355 Greenwood Cliff, Ste 250,
Charlotte, NC 28204
Phone: 704.705.1860
Fax: 704.705.1861
Email: Tony Montanari
Capital Guardian - Miami
801 Brickell Ave, Ste 1400
Miami, FL 33131
Toll Free: 877.770.4246
Phone: 786.594.4400
Fax: 786.594.4401
Capital Guardian - Boston
25 Recreation Park Dr, Ste 200
Hingham, MA 02043
Toll Free: 877.398.1170
Phone: 781.783.1630
Email: Bob Slattery
Capital Guardian - Morehead
521 East Morehead St, Ste 405
Charlotte, NC 28202
Toll Free: 800.872.0869
Phone: 704.697.1000
Fax: 704.697.1004
Email: Tom Wingfield
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Capital Guardian - Naples
1415 Panther Ln, Ste 164,
Naples, FL 32789
Phone: 239.919.5900
Fax: 239.591.6243
Capital Guardian - Pensacola
201 East Government Street,
Pensacola, FL 32502
Phone: 850.432.2207
Fax: 850.433.6222
Email: John Gaynoe
Capital Guardian - West Palm Beach
777 South Flagler Dr, W. Tower Ste 1701
West Palm Beach, FL 33401
Toll Free: 888.553.5534
Phone: 561.839.1100
Fax: 561.839.1101
Capital Guardian - Winter Park
631 West Morse Blvd, Ste 115
Winter Park, FL 32789
Toll Free: 888.656.7609
Phone: 407.571.7700
Fax: 407.571.7701
Email: Charlie Nezuh
Alpern Financial Services
440 Columbia Dr, Ste 500
West Palm Beach, FL 33409
Phone: 561.689.7888
Fax: 561.689.0478
Email: Marty Cass
Archer Investment Management
4900 Falls of Neuse Road, Ste 105
Raleigh, NC 27609
Phone: 919.758.8911
Fax: 919.758.8918
Email: Matt Archer
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Blanchard Financial Services
6135 Park South Dr, Ste 150
Charlotte, NC 28210
Phone: 704.944.4292
Fax: 866.627.0381
Email: Scott Blanchard
Capital Guardian - Belmont
420 Park Street, Suite 100
Belmont, NC 28012
Toll Free: 800.872.0869
Phone: 704.865.2900
Fax: 704.861.8835
Email: David McMahan
Capital Guardian - Coral Springs
10100 W. Sample Rd, Ste 303
Coral Springs, FL 33065
Phone: 954.509.0400
Fax: 954.509.0493
Email: Alan Gonzalez
Capital Guardian - St Cloud
113 Lena Ann Dr,
St Cloud, FL 34771
Phone: 407.957.6939
Email: Keith Nezuh
Capital Guardian - Weston
2645 Executive Park Dr,
Weston, FL 33331
Phone: 954.353.3991
Email: Alicia Alvarez
Capital Guardian - Wilmington
575 Military Cutoff Rd, Ste 200
Wilmington, NC 28405
Phone: 910.442.6933
Email: Danny Dahl
Capital Guardian- Ft. Lauderdale
1301 E. Broward Blvd, 2nd Fl
Ft Lauderdale, FL 33301
Phone: 954.527.7747
Fax: 954.527.7749
Email: Steve Facella
Centermark Capital Management
227 S. Battleground Ave,
Kings Mountain, NC 28086
Phone: 704.739.4997
Email: Steve Norton
Financial & Tax Strategies
224 Village Square Dr,
Loudon, TN 37774
Toll Free: 877.408.2345
Phone: 865.408.2345
Fax: 865.408.2342
Email: Rocky Montgomery
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ibex Capital
75 Valencia Ave, Ste 711
Coral Gables, FL 33134
Phone: 786.338.9369
Fax: 305.443.2014
Email: Carlos Lima
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Plus Point Advisors
1660 Hwy 100 South, Ste 500
Minneapolis, MN 55416
Phone: 612.508.0388
Fax: 952.697.3643
Providence Financial Resources
4520 Mint Hill Village Ln, Ste 105
Mint Hill, NC 28227
Phone: 704.545.9502
Fax: 704.545.9503
Email: Andy Wood
Rhino Wealth Management
999 Waterside Dr, Ste 515
Norfolk, VA 23570
Phone: 757.961.6040
Fax: 757.961.6041
Email: Mark Rienerth
Senior Wealth Management, LLC
555 Grant St, Ste 317
Pittsburgh, PA 15219
Phone: 412.562.2220
Fax: 412.562.9995
Email: Andy Dlinn
Smathers Financial Group
1950 Laurel Manor Dr, Ste 120
The Villages, FL 32162
Phone: 352.561.3060
Fax: 352.561.3059
Email: Will Smathers
Solamere Advisors
4201 Congress St, Ste 455
Charlotte, NC 28209
Toll Free: 866.791.4321
Phone: 704.547.3100
Email: Deems May
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Sparger Investments
122 E. Main St,
Albemarle, NC 28002
Phone: 704.550.5135
Fax: 704.550.5389
Email: Frank Sparger
