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  • Charlotte, NC - M8S
    4521 Sharon Rd Ste 375 Charlotte, NC 28211-3782 T: 704.741.4200
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Cashing in on collections
Collectibles can appreciate in value, but are they a solid investment?
Family & Lifestyle
The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
Estate & Giving
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Your guide to marriage and money
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.
Family & Lifestyle
7 ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
Long-term care insurance can support your future flexibility
Asset-based long-term care may be a worthwhile addition to your financial plan.
Retirement & Longevity

The future at your fingertips

  • Davis Investment Partners
  • Email: M8S@RaymondJames.com
  • Charlotte, NC - M8S: 4521 Sharon Rd Ste 375 Charlotte, NC 28211-3782
  • T: 704.741.4200
  • Map & Directions
  • Map & Directions
Davis Investment PartnersDavis Investment Partners

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