Wealth management expertise in Hendersonville, NC
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White Oak Financial Management
● OpenWhite Oak Financial Management is a fee-based, discretionary investment management firm located at 1270 Hendersonville Road in Asheville, North Carolina. Our focus is on smart personal investing for all of life's seasons, whether you are just starting to build a nest egg or already financially fit. We offer logical, organized, and disciplined investment strategies tailored to each client's individual goals and values. At White Oak, we manage risk in our clients' investments using supply-and-demand technical charting or institutional-quality factor analysis to create portfolios that maximize risk-adjusted returns. Our expertise lies in wealth accumulation, wealth preservation, and retirement income planning, helping clients navigate the complex world of investing with confidence.
1270 Hendersonville Rd # 4, Asheville, NC 28803, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 707 North Main Street in Hendersonville, North Carolina, is a finance institution that offers a wide range of wealth planning services. Their experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets. They provide financial strategies based on years of combined knowledge and experience in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They collaborate with outside professionals such as accountants and tax attorneys to ensure comprehensive financial strategies are in place.
707 N Main St, Hendersonville, NC 28792, United States -
Skip Sawyer - State Farm Insurance Agent
● ClosedSkip Sawyer - State Farm Insurance Agent is an established insurance agency located at 544 North Main Street in Hendersonville, North Carolina. Serving State Farm customers since 1986, Skip Sawyer brings a wealth of experience and expertise to help clients with their car insurance, home insurance, renters insurance, business insurance, and life insurance needs. Skip Sawyer is a Legion of Honor Qualifier and has received several accolades for quality service. Whether you're in the Hendersonville/Asheville area or beyond, Skip Sawyer and his team are dedicated to helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams. They can also assist with boat insurance, motorcycle insurance, RV insurance, and more.
544 N Main St, Hendersonville, NC 28792, United States -
Lee C. Mulligan
● OpenLee C. Mulligan is a lawyer located at 104 North Washington Street in Hendersonville, North Carolina. Specializing in estate planning, charitable planning, trust and probate administration, as well as business formation and succession, Lee Mulligan has been practicing law with Strauss Attorneys, PLLC since 1999. As the managing attorney of the Hendersonville office, Lee brings a wealth of experience in corporate law, environmental law, and anti-trust compliance from her previous practice in New York and New Jersey. Lee Mulligan is a native of Ohio and is married to Thomas Mulligan, President of Summit Title Insurance in Hendersonville. They have one son, Paul Morse, who resides in New Jersey with his wife, Anna Pond, and their son, Sebastian.
104 N Washington St, Hendersonville, NC 28739, United States -
Steward Partners
● ClosedSteward Partners is a finance institution located at 210 3rd Avenue West in Hendersonville, North Carolina, United States. We specialize in providing comprehensive financial planning and wealth management services to individuals and families. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, Steward Partners is committed to providing the highest level of financial expertise and customer care. Contact us today to learn more about how we can help you achieve your financial goals.
210 3rd Ave W, Hendersonville, NC 28739, United States -
Merrill Lynch Financial Advisor Don Huneycutt
● Closedindividuals and businesses in Hendersonville, North Carolina, the Merrill Lynch Financial Advisor Don Huneycutt offers personalized wealth management strategies tailored to each client's unique financial needs. With over 20 years of experience in the financial services industry, Don Huneycutt is dedicated to helping clients make informed decisions and achieve their financial goals. As a Senior Financial Advisor, Don Huneycutt provides comprehensive wealth management services, taking into account factors such as risk tolerance, time horizon, and liquidity needs. He is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch.
707 N Main St, Hendersonville, NC 28792, United States
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