Strategic Investment Group
 

About Us  |  Contact Us  |  Locations  |  Calculators

Personal Banking Business Banking Investments Insurance Planning Shop Local

Education Planning  |  IRA's  |  Tax Tips  |  My Accounts

Full Service Online Brokerage  |  Contact Us  |  About UVEST  |  Self Service Online Trading

Online Brokerage  |  Sign In
Market Watch
Financial Consultants

 

Contact Us

We welcome the opportunity to discuss your investment goals. UVEST is the primary contact for all Self Service Online Trading questions. Strategic Investment Group is the primary contact for all Full Service Online Brokerage questions. Please see below for appropriate contact information.

 

Full Service Brokerage: (View Accounts Online)

  • Address:
    • Strategic Investment Group
      132 North First Street
      PO Box 1517
      Albemarle, NC. 28001
  • Office Hours:
    • 9:00 am - 5:00 pm = Monday - Friday
  • Telephone:
    • (704) 983-5959
    ( Options )

 

Self Service Online Trading: (Separate Trading Account)

  • Address:
    • UVEST Financial Services
      200 South College Street
      21st Floor
      Charlotte, NC. 28202
  • Office Hours:
    • 8:30 am - 5:00 pm = Monday - Friday
  • Telephone:
    • (800) 277-7700

    ( Options )

 


Securities and/or Insurance Products:
    Not FDIC Insured         No Bank Guarantee         May Lose Value    
    Not Guaranteed By Any Government Agency         Not A Bank Deposit    

Securities and/or Insurance Products are offered by, and Financial Consultants are registered with, UVEST Financial Services, Member: FINRA / SIPC. UVEST and CB&T Investment Services are independent entities.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

A legitimate bank or securities company will NEVER contact you via Email / Telephone asking for sensitive personal
information or account numbers. Hoax callers will usually hangup if you start asking them questions.
If ever in doubt, hangup the phone and then "you" Contact Us directly to verify. Security Center

© 2009 Uwharrie Capital Corp All rights reserved  |  Privacy & Security  |  Business Continuity Plan