Steve Shak

Financial Advisor

FINRA BrokerCheck
6235 Morrison Blvd,
Charlotte, NC 28211
704-365-2014 Visit my website Back to Advisors in

About my practice

I believe everyone should feel good about their finances. My experience tells me that most people don't. Whatever your goals, hopes, questions, or fears are... I can help. Together, we will craft a plan that helps you achieve what you dream of. I'm passionate about giving people guidance that produces peace of mind, confidence, and happiness as it relates to your financial future.

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