Wine Country Financial Group

About Us

Finding smart solutions to the financial challenges you face!

Financial services for every stage of your life!

At Wine Country Financial Group, we’re seniors ourselves who have been in business assisting people in all kinds of financial situations for over 35 years. We know what people with your level of wisdom and experience expect from insurance and retirement advisors, and we strive every day to meet your highest standards of quality service. We also know this time of life presents special challenges and demands—and we’re here to help you every step of the way.

As your neighbors in the Yadkin Valley, we don’t represent the insurance companies; we shop the best of them for your benefit. Our consultation is free, and there’s never an obligation to buy, so give us a call today. We’d love to meet you!

We offer services to you like:

  • Life Insurance
  • Income Planning
  • Healthcare Coverage
  • Long-Term Care Insurance
  • Mortgage Protection
  • Retirement Planning

The unexpected can happen at any time, and the future is nothing to leave to chance. Let your fellow seniors at Wine Country Insurance keep you on track for a lifetime of new discoveries and fulfillment—without the worries.

JAMES DAVIS – Founder Wine Country Financial Group