My name is David Hefferly and I have lived in Charlotte since 1988. I started my career in the Financial Services industry as a Financial Consultant with a well known Wall Street firm. I remember back to my initial training period where I worked for 6 weeks in the World Trade Center in New York City! I still have friends to this day from that training class.
Since then I have also worked for the Investment Services division of a major bank where I covered branches in Mecklenburg, Union, Cabarrus and Stanly counties. I became an expert on annuities and how they can be used effectively to help clients build a secure retirement and reach their financial goals.
In 2013, I joined with Independent Insurance Advisors Inc. and I am currently an affiliate Agency Owner. Our goal with our clients is to educate them about the types of insurance they are in the market for.
We specialize in many areas of insurance including Medicare Supplement plans, Medicare Advantage Plans, Health Insurance, Life Insurance, Final Expense Insurance, LTC insurance, and Secure Retirement options.
Please feel free to call or email me at your convenience, and I look forward to speaking with you!
Proudly Serving: Cabarrus, Iredell, Mecklenburg, Rowan, Stanly and Union Counties in North Carolina and York County in South Carolina.