Client Services
Add Vehicle | Change Vehicle | Delete Vehicle | Add Driver | Delete Driver | Change of Address | Auto Claim | Home Claim | Property Loss Claim  

 

Client Services

 

Welcome to our Support Center. This section of the site allows you to submit claims and request changes to your existing policies with our agency. Simply select and complete the appropriate form.

 

 

 
 
Family in front of a car
 

Add Vehicle
Change Vehicle
Delete Vehicle
Add Driver
Delete Driver
Change of Address
Auto Claim
Home Claim
Property Loss Claim

 

 
     
 
Moretz Wealth Management, LLC

181 North Main Street, Suite 208 | Mooresville, NC 28115
Phone 704-230-2349
Fax 704-662-8355
 
 
This web site is for informational purposes only. Always consult your financial advisor, attorney, or accountant before making any financial decisions. Securities offered through LifeMark Securities Corp., Member FINRA/SIPC. Investment Advisory Services offered through LifeMark Securities Corp., a Registered Investment Advisor. Moretz Wealth Management, LLC is not affiliated with LifeMark Securities Corp.. Investment products provided are not FDIC insured or bank guaranteed and may lose value. This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.
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