Skip to content

Financial Strategies Of Lake Norman, Inc



About Us

Family owned & operated since 1997 - Full Service Financial Planning firm offering personalized attention & service. Securities & Advisory Services offered through Triad Advisors, Member FINRA/SIPC. Our purpose is to build long term relationships with our clients. We run our business on the principles of trust, altruism, caring, and service. With over 33 years of experience, we have found that our independence enables us to help our clients secure the most appropriate and competitive financial solutions available.


Gallery Image ScreenHunter%201699.png
Gallery Image ScreenHunter%201700.png

Rep/Contact Info

Bryan Stanfill
  • Phone: 704-664-7995
Ms. Kristie Stanfill-Heyworth
Advertising & Marketing Director
  • Phone: 704-664-7995

Scroll To Top