Life and retirement advice in Wilmington, North Carolina
20 results found
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Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company, located at 1838 Sir Tyler Drive in Wilmington, North Carolina, is a trusted insurance agency offering a wide range of products to help you plan for your financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, we are here to provide personalized guidance tailored to your specific needs. Explore our financial tools, educational resources, and interactive calculators to feel more confident about managing your finances. Our team is dedicated to helping you achieve your goals and dreams, no matter what stage of life you are in.
1838 Sir Tyler Dr #100, Wilmington, NC 28405, United States -
Bankers Life
● ClosedBankers Life is a finance, health, and insurance agency located at 1001 Military Cutoff Road in Wilmington, North Carolina, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping you compare Medicare Advantage plans to find the best coverage for your needs. With the rising costs of healthcare and the inevitability of needing long-term care, it's crucial to plan ahead. Join our team as an agent, manager, or investment professional and help your community achieve a financially secure retirement. Our award-winning training programs will set you up for success, with unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning your future with Bankers Life today!
1001 Military Cutoff Rd Ste 202, Wilmington, NC 28405, United States -
Nicholas Hufham, Bankers Life Agent
● OpenNicholas Hufham, Bankers Life Agent is an insurance agency located at 1001 Military Cutoff Road in Wilmington, North Carolina, United States. The agency offers a wide range of insurance services to meet the needs of individuals and families. With a team of experienced professionals, including financial advisors and insurance sales representatives from Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. in King Of Prussia, PA, clients can trust that they are in good hands. Whether you are looking for financial advice or insurance coverage, the experts at Nicholas Hufham, Bankers Life Agent are dedicated to helping you secure your future. Contact them today to learn more about their services and how they can help you protect what matters most.
1001 Military Cutoff Rd Ste 202, Wilmington, NC 28405, United States -
Jennifer Brunell, Bankers Life Agent
● ClosedJennifer Brunell, Bankers Life Agent is an insurance agency located at 1001 Military Cutoff Road in Wilmington, North Carolina, United States. They offer a range of services including financial advising and insurance sales. With a team of dedicated professionals including Christopher Barrett, Kimberly Bierly, Anaya Carrico, and many others, clients can expect personalized and expert advice on their insurance needs. Whether you are looking for life insurance, retirement planning, or investment options, Jennifer Brunell, Bankers Life Agent is committed to helping you secure your financial future. Contact them today to schedule a consultation with one of their experienced agents.
1001 Military Cutoff Rd Ste 202, Wilmington, NC 28405, United States -
Alan Murphy, Bankers Life Agent
● OpenAlan Murphy, Bankers Life Agent is a reputable insurance agency located at 1001 Military Cutoff Road in Wilmington, North Carolina, United States. Specializing in providing a wide range of insurance products and services, Alan Murphy is dedicated to helping individuals and families protect their financial future. With a strong focus on customer service and personalized solutions, clients can trust Alan Murphy, Bankers Life Agent to provide expert advice and support when it comes to insurance needs. Whether you are looking for life insurance, health insurance, or retirement planning, Alan Murphy is committed to helping you find the right coverage to meet your specific needs. Contact Alan Murphy, Bankers Life Agent today to learn more about their services and how they can help you secure your financial future.
1001 Military Cutoff Rd Ste 202, Wilmington, NC 28405, United States -
Jeffrey Edens, Bankers Life Agent
● OpenJeffrey Edens, Bankers Life Agent is an insurance agency located at 1001 Military Cutoff Road in Wilmington, North Carolina, United States. Specializing in life insurance and retirement planning, Jeffrey Edens is dedicated to helping clients protect their financial futures. With a focus on personalized service and expert advice, this agency is committed to providing tailored insurance solutions to meet the unique needs of each individual or family. Whether you are looking to secure your loved ones' financial stability or plan for a comfortable retirement, Jeffrey Edens, Bankers Life Agent is here to help you every step of the way.
1001 Military Cutoff Rd Ste 202, Wilmington, NC 28405, United States -
Paul Clary, Bankers Life Agent
● OpenPaul Clary, Bankers Life Agent is a reputable insurance agency located at 1001 Military Cutoff Road in Wilmington, North Carolina, United States. Specializing in providing a wide range of insurance products and services, Paul Clary and his team are dedicated to helping clients protect their financial futures. With a commitment to personalized service and expert advice, they strive to ensure that each client receives the coverage that best suits their individual needs. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Paul Clary, Bankers Life Agent is here to help you navigate the complex world of insurance and secure a brighter tomorrow.
1001 Military Cutoff Rd Ste 202, Wilmington, NC 28405, United States -
Woodmen Life Financial Services
● ClosedWoodmen Life Financial Services is an insurance agency located at 1213 Culbreth Drive in Wilmington, North Carolina. We offer a range of financial services to help our clients protect their families and plan for the future. Our experienced team is dedicated to providing personalized solutions to meet the unique needs of each individual and family. Whether you are looking for life insurance, retirement planning, or investment strategies, Woodmen Life Financial Services is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
1213 Culbreth Dr #107, Wilmington, NC 28405, United States -
Kristin Dowdy - State Farm Insurance Agent
● ClosedWelcome to Kristin Dowdy State Farm Agency, located at 4519 Main Street in Shallotte, North Carolina. We proudly serve the entire states of North and South Carolina, offering a wide range of insurance services including car, home, life, disability, and business insurance. Our dedicated team is committed to providing exceptional service and prioritizing our customers' needs. As a third-generation State Farm agent, Kristin Dowdy brings over a decade of experience in the insurance industry. With a background in Business Management and Marketing from The University of North Carolina Wilmington, Kristin is passionate about helping clients manage the risks of everyday life. Our agency manager, Bradley, is a top-producing agent with expertise in property, casualty, life, and health insurance. Born and raised in Shallotte, Bradley is dedicated to serving the community and building lasting relationships with his clients.
4519 Main St, Shallotte, NC 28470, United States -
Mary Beth Morgan - State Farm Insurance Agent
● ClosedMary Beth Morgan - State Farm Insurance Agent is an insurance agency located at 8139 Market Street in Wilmington, North Carolina. Conveniently situated south of Food Lion at Porter's Neck Hwy 17/ Market Street, this institution offers a range of services to help you protect yourself and your assets. From tips on avoiding drunk driving to advice on riding a jet ski safely, Mary Beth Morgan is dedicated to helping you stay informed and prepared. They can also assist you in creating a guaranteed income stream in retirement through immediate annuities. Please note that for your security, sensitive personal information should not be shared on this website. If you require assistance with accessibility, you can reach out to them at (910) 681-0000. State Farm Life Insurance Company and State Farm Life and Accident Assurance Company are the providers of life insurance and annuities, while U.S. Bank National Association offers deposit products. The credit card issued by U.S. Bank National Association is licensed by Visa U.S.A. Inc. State Farm VP Management Corp. is a separate entity from the banking and insurance entities and does not provide tax or legal advice. For personalized advice in these areas, it is recommended to consult a tax or legal advisor.
8139 Market St, Wilmington, NC 28411, United States -
Allstate Personal Financial Representative: Ann-Marie Cooper
● ClosedAllstate Personal Financial Representative Ann-Marie Cooper is a trusted finance and insurance agency located at 4837 Carolina Beach Road in Wilmington, North Carolina. With a commitment to providing personalized financial services and comprehensive insurance coverage, Ann-Marie Cooper is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance solutions, Ann-Marie Cooper is here to provide expert guidance and support. Contact us today to schedule a consultation and start planning for a secure financial future.
4837 Carolina Beach Rd STE 101, Wilmington, NC 28412, United States -
Tushingham Wealth Strategies, LLC
● ClosedTushingham Wealth Strategies, LLC is a finance institution located at 900 Midnight Channel Road in Wilmington, North Carolina, United States. Unlike most advisors who simply manage money or sell products, our "Personal CFO" service helps clients proactively plan and coordinate all financial affairs, simplify finances, and achieve their ideal life goals. We specialize in working with business owners, physicians, and executives, understanding their unique challenges and providing tailored solutions. Our team of CFP® Professionals, who are fiduciaries meeting rigorous education and ethical standards, are dedicated to helping clients make smart financial decisions and lead worry-free lives. Through a disciplined investment process, we assess risk in portfolios and market opportunities, taking the emotion out of managing life savings. We offer retirement planning for entrepreneurs and provide personalized investment advice to clients in North Carolina and Texas. Contact us at (866) 505-9016 to schedule a call and learn how we can help you achieve financial independence.
900 Midnight Channel Rd, Wilmington, NC 28403, United States -
Les H. Kern
● ClosedLes H. Kern is a reputable finance institution located at 2306 Wrightsville Avenue in Wilmington, North Carolina, United States. With a strong focus on providing exceptional financial services to individuals and businesses, Les H. Kern is known for its dedication to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Les H. Kern are here to help. Visit us today and experience the difference that personalized financial services can make in your life.
2306 Wrightsville Ave APT 201, Wilmington, NC 28403, United States -
Capital Financial Advisory Group
● Closedhard to build and helping you navigate the waters of financial uncertainty. Located in Wilmington, NC, Capital Financial Advisory Group is your compass to a secure financial future. Our team of financial experts is dedicated to understanding your unique goals and crafting a personalized plan to help you achieve them. From tax planning to investment services to life insurance, we offer a comprehensive range of financial services to meet your needs. As an independent firm, we are committed to transparency, honesty, and putting your financial goals first. With years of experience and a dedication to ongoing education, we are equipped to guide you through the ever-changing financial landscape. So, if you're in Wilmington and looking for a financial partner who will fight for your financial success, look no further than Capital Financial Advisory Group. Let us be your financial gladiator, ready to protect your assets, grow your wealth, and help you build the future you've always dreamed of. Your journey to financial success starts here.
1213 Culbreth Dr #117, Wilmington, NC 28405, United States -
Merrill Lynch Financial Advisor Mac Croom
● Closedsale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (Form CRS) at www.ml.com/info. Merrill Lynch Financial Advisor Mac Croom is a finance institution located at 1123 Military Cutoff Road, Wilmington, North Carolina, United States. Mac Croom is a proud advisor who has received recognition from financial industry publications and Bank of America Corporation. He believes in setting the standard for exemplary client service and offers personalized wealth management strategies tailored to each client's unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Mac Croom helps clients navigate the complexities of the financial markets and achieve their financial aspirations. He is dedicated to understanding each client's individual needs and priorities, providing personalized advice and guidance to help them pursue their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, Mac Croom works with clients to develop a comprehensive financial plan designed to address their specific needs and objectives. Through ongoing communication and regular reviews, he helps clients stay on track and adapt their financial approach as their life and goals evolve. With a focus on building long-term relationships and delivering personalized service, Merrill Lynch Financial Advisor Mac Croom is committed to helping clients achieve their financial goals and live their best financial life.
1123 Military Cutoff Rd Suite A, Wilmington, NC 28405, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1123 Military Cutoff Road, Suite A in Wilmington, North Carolina, is a leading finance institution offering wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors work with clients in both rising and turbulent markets to address their financial challenges and opportunities. We are committed to giving back to the communities in which we live and work through volunteerism and charitable outreach. Our branch supports the economic, social, and cultural life of our neighborhoods by participating in fundraising activities and supporting local non-profit organizations.
1123 Military Cutoff Rd Suite A, Wilmington, NC 28405, United States -
Prudential Advisors
● ClosedPrudential Advisors is a leading finance and insurance agency located at 201 North Front Street in Wilmington, North Carolina, United States. With a team of experienced advisors, Prudential Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Prudential Advisors is dedicated to providing personalized and comprehensive financial guidance to meet your needs. Contact us today to schedule a consultation and start planning for a secure financial future.
201 N Front St Suite 202, Wilmington, NC 28401, United States -
Movement Financial Group LLC
● ClosedMovement 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.
1213 Culbreth Dr, Wilmington, NC 28405, United States -
Northwestern Mutual - Mills Advisors
● ClosedNorthwestern Mutual - Mills Advisors is a finance institution located at 1111 Military Cutoff Road in Wilmington, North Carolina, United States. Our team of financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Whether you are looking to save for retirement, plan for your children's education, or protect your assets, we are here to provide expert guidance and support. Trust Northwestern Mutual - Mills Advisors to help you secure a stable financial future.
1111 Military Cutoff Rd #251, Wilmington, NC 28405, United States -
William Patterson, CIMA, CEPA, CPWA - UBS Financial Services Inc.
● OpenWilliam Patterson, CIMA, CEPA, CPWA - UBS Financial Services Inc. is a prestigious financial institution located at 1985 Eastwood Road in Wilmington, North Carolina, United States. With a team of highly qualified professionals, including William Patterson who holds certifications in Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Certified Private Wealth Advisor (CPWA), the institution offers a wide range of financial services to help clients achieve their investment goals and secure their financial future. Whether you are looking for investment management, retirement planning, estate planning, or wealth management services, William Patterson and his team at UBS Financial Services Inc. are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.
1985 Eastwood Rd Suite 110, Wilmington, NC 28403, United States
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