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Welcome
Fairview Financial is a registered investment advisory firm located in the SouthPark
area of Charlotte, NC and is the operating company for my investment advisory
services. I specialize in providing efficient investment programs tailored to
the specific needs of my private and corporate clients. My primary objective
is to provide a very high level of individual attention while staying focused
on my goal of attempting to minimize both risk and expenses in the pursuit of
above average investment returns.
The programs I offer are designed for individuals, including their IRAs and trusts,
as well as corporate retirement and profit sharing plans. All individual accounts
are held at TD Ameritrade and can always be viewed online. I manage these accounts
on a discretionary basis for an annual fee. Additionally, my securities business
(which is limited to Managed Futures funds for qualified investors), is offered
through Pacific West Securities, Inc, Member FINRA/SIPC. I also offer fixed annuities
and represent several highly rated insurance companies.
• Managed Mutual Fund Portfolios
• Managed Futures Funds
• Advisory Services for Corporate 401(k) and Profit Sharing Plans
• Fixed Annuities
Fairview Financial is proudly independent and I strongly believe that I offer
my clients the best of both worlds – independent and unbiased advice combined
with financial services facilitated by some of the world’s largest and
most stable organizations – where careful investors can place their money
with confidence. Thank you for your interest. Please call or email me directly
if I can be of service.
Paul Jeffrey
President, Fairview Financial, LLC
Securities offered through Pacific West Securities, Inc, Member FINRA/ SIPC |
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