Steve Shak

Steve Shak

Financial Advisor

FINRA BrokerCheck
6235 Morrison Blvd,
Charlotte, NC 28211
704-365-2014 704-804-3625 Visit my website

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.

Get in touch

Google Map