Movement Financial Group LLC
About the Business
Movement Financial Group LLC, located at 1213 Culbreth Drive in Wilmington, North Carolina, is a finance and insurance agency dedicated to providing clear and reliable advice to professional advisors and investors. With a focus on building strong financial strategies backed by math and science, our experienced team specializes in life insurance, disability income insurance, and long term care insurance solutions. We believe in developing tax advantaged retirement strategies to help our clients navigate the ups and downs of retirement with confidence. Our goal is to help you build financial strategies that last through transitions and adjustments, allowing you to enjoy a better life. Rachel Maryyanek, an agent licensed to sell insurance through New York Life Insurance Company, leads our team and offers securities products and services through NYLIFE Securities LLC. Please consult your own tax, legal, or accounting professional before making any decisions.
Photos
Location & Phone number
1213 Culbreth Dr, Wilmington, NC 28405, United States
Hours open
Monday:
8:00 AM - 5:30 PM
Tuesday:
8:00 AM - 5:30 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 5:30 PM
Friday:
8:00 AM - 5:30 PM
Saturday:
9:00 AM - 12:00 PM
Sunday:
Closed
Reviews
"I first met Rachael when, as a stay-at-home homeschooling mother of 6 (ages 13 years - 6 months) and facing divorce. Never having worked outside the home, I was overwhelmed at the prospect of being financially independent with so many young children dependent on me. When I first started looking for a financial planner (and divorce lawyer), everyone I spoke told me I couldn't make it and that I would be better off staying in my marriage. They all told me about the obstacles I would face and the impossibility of my situation. Rachel was a breath of fresh air. She instantly believed in me and helped me envision a new independent, safe, and financially secure life. She walked me through the entire process, step by step, believing in me before I believed in myself. She helped me see the possibilities. She managed the overwhelming details of managing the QDR, spent hours on the phone with me, helped me find health insurance, and encouraged me as I took my first steps toward becoming a landlord. The assistance didn't stop there. She is my most trusted financial confidant. I know she always has my best interests at heart and encourages me to take the bold steps I need to take for my future while also respecting my need to take things slowly and at my comfort level. I am not only surviving, but thriving because of Rachel. I'm not done growing and thriving. There is more to come! The future is bright and big and bold, because of the support I have from Rachel and the financial wisdom and security her knowledge and planning have helped me establish. I know this is already long. but I have to add this bit as well. On the one year anniversary of my financial independence, Rachel sent me a little gift, a little key engraved with the word "success." I put it on my keychain that day where it reminds me to believe in myself, that I have Rachel's support, and that success is mine for the taking. If you are looking for a compassionate, smart, and wise financial planner, you must at least entertain a conversation with Rachel. She's one of the best and someone you want on your financial team."
"Had the opportunity to have a few meetings with Rachel as well as meeting with Delano on a separate occasion. As a business owner myself i have nothing but the best to say about them, wish i could give 10 stars! They are very knowledgeable within their industry and go out of their way to to help you however they can, most companies are no where near as personable as Rachel & Delano! Sure you can get similar services anywhere but you will never find an agents like them, not only are they your agents but they become your friends, and that level of personal touch.. you are in great hands with them! and i 100% recommend their services!"
"If you find yourself like I was, wanting a financial professional to look at your investment strategies and such, Rachel and her team are so adept in getting you squared away. Lord knows, I had no clue in the management of my money. Well, aside from knowing what's deposited when. But, knowing how to make my money work for me, no clue. This is where Rachel stepped in. Movement Financial Group has been a great resource. Actually, more like outstanding. Rachel and her team have truly taken care of me. Dare I say, like family. If you're considering a financial professional to help steer yourself in the right direction, I can't implore you enough to reach out to Movement Financial Group. It would be time well spent. Have no fear Rachel or her team would use terminology hard to understand or track. On the contrary, Rachel makes understanding relatively easy. She definitely puts you at ease and makes you a part of the process. I could go on and on. So, I'll just leave you with this, if you want somebody who's main focus is you, the client, and not what they can get, then you'll be best served checking out Movement Financial Group LLC."
"Very impressed with Movement Financial Group, especially Rachel Maryyanek. Rachel knows how to be a friend, but also extremely professional at the same time. She goes above and beyond when it comes to being organized and helps me keep track of my goals for the year/quarter, etc. I completely trust Rachel and know she will do everything in her power to make sure my finances are in order. I will forever refer friends, family, clients, etc. her way. Plus, she knows a lot about gardening!"
"My wife Kathy and I have been working with Delano and Rachel at Movement Financial Group for a few years now. We love how they listen to what we are looking for, what our goals are and really make recommendations and suggestions based on what is best for us and our future! We strongly recommend a consultation with them! You will not be sorry! We are excited about our financial future as we continue to progress closer and closer to our goals and retirement!"
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