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Why people trust Jonathan
Jonathan was extremely helpful in answering my questions. I had so many but he was patient with me and was even able to save me money. highly recommend speaking with him.
Jane
I had been with the same insurance company for years, thinking it was the best I could get. That was until I met Jonathan. He showed me options I didn't even know existed and guided me to a plan that offered better coverage at a more affordable rate. Jonathan's expertise and dedication to his clients are unmatched. I'm grateful for his guidance and can't recommend him enough
John
Every policy seemed like a maze of terms I couldn't understand. Jonathan was a breath of fresh air. He took the time to understand my needs, patiently explained every detail, and helped me secure a plan that was perfect for my family and me. Now, I sleep better knowing we're protected. Thank you, Jonathan, for making the complex simple!
Madelaine
Every plan I looked at either didn't cover what I needed or was way out of my budget. Then, I was introduced to Jonathan. He was a game-changer. Not only did he find a plan that covered all my needs, but he also ensured it was within my budget. Jonathan's knowledge and genuine care for his clients shine through in every interaction. He's truly the best in the business!
Sheila
Our Locations
Lumberton Office
4910 Fayetteville Road
Lumberton, NC 28359
Fayetteville Office
2565 Ravenhill Dr #2D
Fayetteville NC 28303
.
Wilmington Office
620 Market Street
Wilmington NC 28401
Elizabethtown Office
100 N Lyon St
Elizabethtown, NC 28337
Securities and Advisory Services Offered Through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.