Wealth management company in Wilmington, North Carolina
11 results found
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Seagate Wealth Management
● ClosedSeagate Wealth Management is an independent finance institution located at 1213 Culbreth Drive in Wilmington, North Carolina, United States. Specializing in comprehensive retirement income planning, investment advisory services, and insurance, Seagate Advisors offers personalized financial strategies for clients. Partnered with LPL Financial, a leading financial services company, Seagate ensures objective guidance for clients without pressure to sell specific products. With over 60 years of combined industry experience, the team at Seagate is dedicated to providing unparalleled service and focusing on the best interests of their clients. Securities and Advisory Services are offered through LPL Financial, and the representatives associated with Seagate Wealth Management are registered in multiple states. Clients with investable assets of $100,000 or more and a time horizon of 5 years or longer can benefit from the services provided by Seagate Advisors. With locations in Greenville and Kitty Hawk, North Carolina, Seagate has been serving clients since 1999, offering personalized, face-to-face service and a culture based on integrity, independence, and objectivity. Visit their website for more information and resources.
1213 Culbreth Dr, Wilmington, NC 28405, United States -
Towne Insurance
● ClosedTowne Insurance, located at 1022 Ashes Drive in Wilmington, North Carolina, is a local insurance agency that offers a wide range of insurance services for both personal and business needs. Our site navigation is user-friendly, making it easy for you to find the information you need. Our team of Risk Advisors are ready to discuss your insurance needs and provide personalized solutions. At Towne Insurance, we are dedicated to serving the communities we are a part of. Our agents are local residents who understand the unique insurance needs of the area. Whether you need coverage for your home, business, or additional services like life insurance or employee benefits, we have you covered.
1022 Ashes Dr, 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 -
David E. Anderson, PLLC
● ClosedDavid E. Anderson, PLLC is a law firm located at 9111 Market Street in Wilmington, North Carolina, specializing in estate planning. Attorney David Anderson is dedicated to helping clients plan for the future, whether it be starting a family, preparing for end of life, or assisting loved ones after passing. With a focus on honesty, integrity, and knowledge, David provides personalized consultations to educate clients on their options and develop a tailored plan to manage assets in the event of incapacity or death. All wills in North Carolina must be filed with the County Clerk of Court, regardless of estate size. With a wealth of experience and satisfied clients, David E. Anderson, PLLC is a trusted resource for estate planning and probate matters in North Carolina.
9111 Market St suite a, Wilmington, NC 28411, United States -
Hamlet & Associates
● ClosedHamlet & Associates is a leading institution located at 5215 Junction Park Drive in Wilmington, North Carolina, United States. Specializing in providing top-notch consulting services in a variety of industries, Hamlet & Associates is dedicated to helping businesses achieve success through strategic planning, innovative solutions, and expert guidance. With a team of experienced professionals, Hamlet & Associates is committed to delivering exceptional results and exceeding client expectations. Contact us today to learn more about how we can help your business thrive.
5215 Junction Park Dr #202, Wilmington, NC 28412, United States -
CG Financial Services
● ClosedCG Financial Services is a finance institution located at 219 Station Road in Wilmington, North Carolina, United States. We specialize in providing adaptive financial planning for individuals and businesses, going beyond traditional methods to create personalized plans that evolve with your changing goals. Our experienced team offers expertise, credentials, and intelligence to deliver the advice you need and deserve. Our services include organizing, designing, and implementing adaptive financial plans tailored to meet your unique financial goals. We are not limited to any specific investment or insurance company, allowing us to provide unbiased recommendations that suit your needs.
219 Station Rd Suite 201, 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 -
James Sokolowski, Bankers Life Agent
● OpenJames Sokolowski, Bankers Life Agent is a trusted insurance agency located at 1001 Military Cutoff Road in Wilmington, North Carolina, United States. Specializing in providing personalized insurance solutions, James Sokolowski and his team are dedicated to helping clients protect their financial futures. With a focus on life insurance, retirement planning, and long-term care, they strive to offer comprehensive coverage tailored to each individual's needs. Whether you are planning for retirement or looking to secure your family's financial stability, James Sokolowski, Bankers Life Agent is committed to providing expert guidance and exceptional service.
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 -
The Murchison Group
● OpenThe Murchison Group is a finance institution located at 1979 Eastwood Road in Wilmington, North Carolina, United States. Led by J. Reid Murchison III, CFP®, Financial Advisor, the institution focuses on building long-term relationships with clients and managing wealth for all generations. The team of advisors treats clients like family, offering resources on financial topics, glossary of financial terms, and tax management assistance. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, with insurance products available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that information on the institution's website may redirect you to third-party websites, and it is recommended to review their policies and terms and conditions.
1979 Eastwood Rd, Wilmington, NC 28403, United States -
Williams Overman Pierce LLP
● OpenWilliams Overman Pierce LLP is a reputable accounting and finance institution located at 1508 Military Cutoff Road in Wilmington, North Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, auditing, or financial planning, Williams Overman Pierce LLP is dedicated to helping clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
1508 Military Cutoff Rd Suite 300, Wilmington, NC 28403, United States
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