Contact Annuity Gal
Straightforward answers about annuities, from a real person.
Whether you’re comparing annuity options, reviewing an existing contract, or just exploring if an annuity is right for you, you can reach out with zero sales pressure. Every question gets a clear, honest response.
Call: (704) 729-4870
Office: 13230 Ballantyne Corporate Place, Charlotte, NC 28277
Building: Towerview at Ballantyne
Prefer email? Fill out the form below and we’ll respond within one business day.
Quick contact details
Speak with us from our Towerview office in Ballantyne.
Phone
(704) 729-4870
Office address
13230 Ballantyne Corporate Place
Charlotte, NC 28277
Typical call times
Monday – Friday, 9:00am – 4:00pm ET
If we miss your call, leave a message and we’ll return it as soon as possible.
Send a message
Tell me what you’re trying to solve
Share as much (or as little) detail as you’d like about your current annuities, retirement goals, and time horizon. I’ll review your note personally and follow up with clear next steps.
By submitting, you agree to be contacted about annuity education and options. No spam. No selling your information.
Visit in person
Towerview at Ballantyne office
Meet at a professional, easy-to-access office in Charlotte’s Ballantyne neighborhood. Free parking and welcoming meeting spaces make your annuity review feel calm and unhurried.
Exterior view of the Towerview building at 13230 Ballantyne Corporate Place.
In-person meetings by appointment only.
After we connect by phone or email, we’ll coordinate a time to meet at the Towerview office that works well for your schedule.
If you prefer, we can handle everything via phone or video—no need to travel unless you want to.
What to expect when you reach out
No hard closes. No one-size-fits-all recommendations. Just clear, objective education about how different annuity options might fit into your retirement picture.
• We’ll clarify your goals and current accounts
• Walk through any existing annuity contracts you have
• Outline options in plain English—including when an annuity doesn’t make sense
Is there a fee for a consultation?
No. Initial calls and consultations are complimentary. The goal is to understand your situation and see if working together makes sense—not to rush you into a product.
Do I have to come into the Towerview office?
No. Many clients prefer to meet by phone or secure video from the comfort of their home. In-person meetings at the Towerview office are available if you prefer to sit down together.
What should I have ready before we talk?
If you already own annuities, having your most recent statement or contract handy is helpful. If you don’t, just bring your questions, retirement timeline, and a rough idea of your savings.
Terms of Service
Please read these Terms of Service carefully before using our website. By accessing or using the service, you agree to be bound by these terms. Include sections for: Use of service, User responsibilities, Intellectual property, Disclaimers, Limitation of liability, Governing law, and Contact information for legal questions.
Effective date: 12/20/2025
1. Information We Collect
We collect the following types of information:
Information You Provide Directly
• Name
• Email address
• Phone number
• Business information
• Details submitted through contact forms, funnels, quizzes, scheduling tools, or AI chatbots
Automatically Collected Data
• IP address
• Device information
• Browsing behavior
• Cookies and tracking data
• Analytics data from tools such as Google Analytics
Information from Communications
• Emails exchanged with Exeq
• Responses to SMS or automated messages
• Voice interactions when using AI or phone services
2. How We Use Your Information
We use collected information to:
• Provide consulting, assessments, and AI services
• Respond to inquiries or missed calls
• Schedule appointments
• Deliver marketing communications
• Improve website performance
• Analyze user activity for optimization
• Maintain internal records
• Enhance customer support
• Improve automation tools, AI services, or workflows
We do not sell your personal information.
3. How We Share Information
We may share your information with:
• CRM platforms
• Email and SMS communication providers
• Analytics tools
• Payment processors
• Service providers assisting our business operations
• Legal authorities if required by law
• These third parties are only permitted to use your information to support our services.
• No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties
4. Cookies & Tracking Technologies
We use cookies and similar tracking tools to:
• Improve website functionality
• Analyze traffic
• Remember user preferences
• Support marketing campaigns
You may disable cookies through your browser, though some features may not function correctly.
5. Email & Text Communications
By submitting your information, you consent to receiving:
• Follow-up messages
• Appointment confirmations
• Marketing emails
• SMS or automated messages regarding services
You may opt out anytime by clicking "unsubscribe" or replying “STOP.”
6. Data Storage & Security
We take reasonable measures to secure your information, including encryption, secure servers, and limiting access to authorized personnel.
However, no online system is 100% secure, and we cannot guarantee absolute protection.
7. Your Privacy Rights
Depending on your location, you may have the right to:
• Access your personal information
• Request corrections
• Request deletion
• Opt-out of marketing
• Limit or restrict certain processing
To exercise these rights, contact us at:
[email protected]
8. Children’s Privacy
Our services are not directed at children under 13.
We do not knowingly collect information from minors.
9. Changes to This Policy
We may update this Privacy Policy at any time.
Changes become effective when posted on our website.
10. Contact Us
For privacy-related questions:
Annuity Gal LLC
Email: [email protected]
Website: annuitygal.com
City/State: Charlotte, NC
Privacy Policy
We value your privacy. This policy explains what information we collect, how we use it, how we protect it, data retention, third-party sharing, cookies, and your rights regarding your personal data. Include contact details for privacy questions and a note about how to request data access or deletion.
Effective date: [Insert effective date]
Message Preferences (Text & Email)
Manage your preferences for receiving text messages and emails from us. You can opt in or opt out below. Explain expected message frequency, message types (appointment reminders, updates, marketing), and how to revoke consent.
By submitting, you consent to receive messages according to the preferences you select. Message and data rates may apply. Reply STOP to opt out of texts or use this form to change preferences.