Personal financial advisor in Murphy, North Carolina
15 results found
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Edward Jones - Financial Advisor: Jaime L Futch
● OpenEdward Jones - Financial Advisor: Jaime L Futch is a trusted financial institution located at 52 Valley River Avenue in Murphy, North Carolina, United States. Specializing in personalized financial planning and investment strategies, Jaime L Futch is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert advice and guidance to individuals and families seeking to secure their financial future. Contact Jaime L Futch today to start planning for a more secure tomorrow.
52 Valley River Ave, Murphy, NC 28906, United States -
Carmen Lance - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCarmen Lance, a financial advisor at Ameriprise Financial Services, LLC, located at 317 Peachtree Street in Murphy, North Carolina, offers personalized financial planning services to help clients get closer to their retirement goals. By answering specific questions tailored to each individual's life stage, Carmen helps clients navigate the complexities of financial planning. Potential clients can learn more about Carmen's background and qualifications on FINRA's BrokerCheck website, as well as review the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Carmen also provides insights into the current market trends and offers guidance on whether the bull market rally will continue into 2024.
317 Peachtree St, Murphy, NC 28906, United States -
Edward Jones - Financial Advisor: Charlie Spence, AAMS™
● OpenEdward Jones - Financial Advisor: Charlie Spence, AAMS™ is a reputable finance institution located at 3000 U.S. 64 in Murphy, North Carolina, United States. Charlie Spence, a knowledgeable Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Charlie Spence provides comprehensive financial planning services tailored to each individual's unique needs. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Charlie Spence, AAMS™ is dedicated to helping you secure a stable financial future.
3000 US-64 #123, Murphy, NC 28906, United States -
Edward Jones - Financial Advisor: Christie L Standish, CEPA®|CRPS™
● ClosedEdward Jones - Financial Advisor: Christie L Standish, CEPA®|CRPS™ is a trusted financial institution located at 4021 U.S. 64 in Murphy, North Carolina, United States. Specializing in finance, they offer personalized services to help individuals and businesses achieve their financial goals. With a focus on comprehensive financial planning, retirement planning, and wealth management, their team is dedicated to providing expert advice and guidance to help clients secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Christie L Standish, CEPA®|CRPS™ is committed to helping you make informed decisions and build a strong financial foundation.
4021 US-64, Murphy, NC 28906, United States -
Murphy Matza Wealth Management
● OpenMurphy Matza Wealth Management is a premier financial institution located at 5540 Centerview Drive in Raleigh, North Carolina, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Murphy Matza Wealth Management is committed to providing comprehensive financial solutions tailored to each client's unique needs. Contact us today to learn how we can help you secure your financial future.
5540 Centerview Dr #310, Raleigh, NC 27606, United States -
Farley Insurance
● OpenFarley Insurance, located at 139 East Main Street in Robbinsville, North Carolina, is a health and insurance agency serving clients in North Carolina, Georgia, Tennessee, South Carolina, and Florida. Our team is dedicated to protecting you from the unexpected through top-quality insurance coverage tailored to fit your needs. We specialize in assessing businesses to develop solutions that make sense for both companies and employees. With benefit programs designed to provide financial security and peace of mind, we aim to be your trusted insurance advisor. Our interactive graphics help you understand your unique risks and find the right insurance solutions to protect yourself and your assets.
139 E Main St, Robbinsville, NC 28771, United States -
Farley Insurance Services, Inc.
● OpenFarley Insurance Services, Inc. is an independent insurance agency located at 1004 U.S. 64 in Murphy, North Carolina. We are licensed in North Carolina, Georgia, Tennessee, South Carolina, and Florida, providing top quality insurance coverage to protect you from the unexpected. Our experienced team will thoroughly assess your business and develop customized solutions to fit your needs. We offer benefit programs that make sense for your company and employees. With offices in Murphy, Robbinsville, Bryson City, Hayesville, and Hiawassee, GA, we serve clients throughout North Carolina, the North Georgia Mountains, Western North Carolina Mountains, and Southeast Appalachian Mountains. We believe in providing our clients with expert advice and personal attention to ensure their financial security and quality of life. As your insurance advisor, we help you make smart decisions to protect yourself from risks and plan for the predictable.
1004 US-64, Murphy, NC 28906, United States -
Mike Gilliam Insurance Agency
● OpenMike Gilliam Insurance Agency is a trusted insurance provider located at 90 Tennessee Street in Murphy, North Carolina. With a commitment to serving the community and providing personalized insurance solutions, the agency offers a wide range of coverage options for individuals and businesses. Whether you are looking for auto, home, life, or commercial insurance, the experienced team at Mike Gilliam Insurance Agency is dedicated to helping you find the right policy to meet your needs. Contact them today to learn more about their services and how they can help protect what matters most to you.
90 Tennessee St Ste A, Murphy, NC 28906, United States -
United Community
● OpenUnited Community is a trusted financial institution located at 116 Peachtree Street in Murphy, North Carolina. As a full-service bank, we offer a range of financial services including ATM access, personal and business banking, loans, and wealth management. Our dedicated team of professionals is committed to providing excellent customer service and helping our community members achieve their financial goals. Visit us today to experience the difference of banking with United Community.
116 Peachtree St, Murphy, NC 28906, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service located at 2330 U.S. Highway 19 in Murphy, North Carolina, is a finance institution ready to help you get your biggest refund. Although tax advance loans are not available this year, our Tax Pros are prepared to assist you with your tax preparation needs. Drop off your tax documents and let a Tax Pro take care of the rest, including a final return review and convenient e-signing. Our Tax Pros are fluent in Spanish and are available to assist Spanish-speaking clients. Conveniently located inside Walmart, you can get your taxes done while you shop, with a guarantee of getting your biggest refund. A Refund Advance loan, repaid with your tax refund, is no longer available this year. However, appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters are still available.
2330 US-19, Murphy, NC 28906, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service located at 1520 Andrews Road in Murphy, North Carolina, United States, is a finance institution that specializes in tax services. While their tax advance loans have ended this year, their Tax Pros are still available to help you maximize your refund. You can simply drop off your tax documents and a Tax Pro will take care of the rest, including a final review of your return and convenient e-signing. The professionals at this location are fluent in Spanish and are ready to assist Spanish-speaking clients. A Refund Advance loan is a great option for those who need money before their tax refund arrives, as it is repaid with your refund. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.
1520 Andrews Rd, Murphy, NC 28906, United States -
H&R Block
● OpenH&R Block is a well-established accounting and finance institution located at 1502 Andrews Road in Murphy, North Carolina, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses looking to navigate the complexities of tax laws and financial planning. Their team of knowledgeable professionals is dedicated to helping clients achieve their financial goals and maximize their returns. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to providing top-notch service and personalized solutions tailored to your unique needs.
1502 Andrews Rd Ste 3, Murphy, NC 28906, United States -
Truist - ATM
● OpenWelcome to Truist ATM, conveniently located at 1911 U.S. 64, Murphy, North Carolina 28906. As a trusted financial services provider, we offer a comprehensive range of banking and investment solutions tailored to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, our team is here to assist you. Our services are backed by the reputable affiliates of Truist Financial Corporation. Truist Bank, Member FDIC, provides a variety of banking products, including loans and deposit accounts. For trust and investment management services, Truist Bank and Truist Delaware Trust Company are at your service. Truist Investment Services, Inc., an SEC-registered broker-dealer and member of FINRA and SIPC, offers securities, brokerage accounts, and insurance, including annuities. For personalized investment advisory services, Truist Advisory Services, Inc., and GFO Advisory Services, LLC., both SEC registered investment advisers, are here to guide you.
1911 U.S. 64, Murphy, North Carolina 28906, United States -
Truist
● OpenWelcome to Truist, your trusted financial partner located at 1911 U.S. 64, Murphy, North Carolina. As a premier bank and finance institution, we are dedicated to helping you achieve your financial goals with a range of services tailored to meet your needs. Whether you're exploring credit card options, seeking the perfect loan, or managing investments, Truist is here to guide you every step of the way. Our comprehensive offerings include banking products and services through Truist Bank, a proud Member FDIC, ensuring your deposits are secure. For trust and investment management, look no further than Truist Bank and Truist Delaware Trust Company. If you're interested in securities, brokerage accounts, or insurance, Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency, is ready to assist you. We also provide expert investment advisory services through Truist Advisory Services, Inc., and GFO Advisory Services, LLC.
1911 U.S. 64, Murphy, North Carolina 28906, United States -
First Citizens Bank ATM
● OpenWelcome to the First Citizens Bank ATM located at 22 Hiwassee Street, Murphy, North Carolina 28906. As a trusted financial institution, we offer a variety of services to meet your financial needs. Our ATM provides convenient access to your accounts, allowing you to manage your finances on the go. At First Citizens Bank, we empower you to invest how you want, when you want, with our Self-Directed Investing options, providing real-time control over your investments. We are proud supporters of Teen Cancer America, working to improve the quality of care for teens in need.
22 Hiwassee Street, Murphy, North Carolina 28906, United States
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