Our Team
The Cardinal Advisors
Cardinal is a small, family-owned business with a large reach. We have clients in all 50 states and the District of Columbia.
Our team is based in 2 locations, Durham and Charlotte, though we are available to help anyone over the phone or through email and text. Cardinal’s employees work as a team in order to give our clients the best service around.
We use strategic solutions to secure your financial future.
Our Team
Explore Our Company
Hear from others like you:
In this very confusing area of supplemental insurance to go along with Medicare, I was very fortunate to find this group. After speaking with several other agencies all offering ‘advice’ I felt like I was being sold a used car by very hungry car dealers without my best interest in mind. Upon checking Angies’ List I found the information on Cardinal Advisors. Upon contacting them I spoke with an agent who made this daunting task very comfortable. She worked through all the options making the entire process very understandable. She spent a lot of time graciously answering questions and finding the coverage that would work best for me personally. We have had numerous conversations by phone, and email, as she worked hard to fine tune my coverage. I have had the opportunity to speak to others in the office and they all have the same caring, confident, ready to help attitude. Highly recommended.
Hear from others like you:
Cardinal has taken such a caring approach to assist me in many ways. I am sure if you are a senior and need financial advice, Cardinal is the best place. Give them a call.
Hear from others like you:
Just a note of extreme gratitude for your YouTube video on Medicare which led me to contact your company about our specific circumstances. Jacob was amazing! He asked the questions he needed to so that he could research our current coverage and advise us on the best options as we advance. He also emailed us the links to the research material he was using to inform us and walked us page by page to the specific information we needed to review on our own before making a final decision. The work you do at Cardinal is invaluable, and your advisors add wealth to those of us to need your level of expertise, patience, and care. I could say so much more.
Hear from others like you:
My advisor at Cardinal Advisors saved me hours of having to contact many companies to get information on their plans. With her professional and knowledgeable insight of all prescription plans, she helped me hone it down to which one would meet my needs best and affordably so. For the past 7 years I have confidently used Cardinal Advisors to help me find the right medical and prescription coverages. THERE WAS NO CHARGE TO ME FOR THIS INVALUABLE SERVICE.
Hear from others like you:
Awesome people, very good at helping people and meeting their needs.
