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Showing 1 - 11 of 11 results
GRANVILLE CAPITAL INC
GRANVILLE CAPITAL INC
Greensboro, North Carolina
1-24 employees
Granville Capital is a privately-owned, SEC Registered Investment Advisor that specializes in providing managed portfolios of alternative investment strategies for high-net-worth individuals, families, not-for-profits, and other institutional investors. In addition, Granville Capital manages an investment-driven family office limited to a select number of clients. Granville Capital serves as the investment manager and general partner for several funds of hedge funds and various private equity funds. The goal of Granville Capital is to provide investors with exceptional risk-adjusted returns with a focus on capital preservation and long-term wealth accumulation. The Granville Capital team has a multi-decade track record of managing alternative investment strategies.
Retirement Benefits Rank
Top Benefits
OLD NORTH STATE TRUST, LLC
OLD NORTH STATE TRUST, LLC
Greensboro, North Carolina
25-49 employees
Old North State Trust brings distinction in objectivity and expertise to fee-based services with an intense focus on quality customer service. Trustworthiness is the cornerstone around which we have built our company. This is the one characteristic of our business philosophy that has been emphasized from the beginning, and about which one hears most often. In addition, honesty, integrity, and fairness characterize our service and dedication in meeting the financial goals of our clients. Old North State Trust is an organization providing a wide range of financial assistance to individuals, trusts and businesses. Old North State Trust recognizes that investment and tax issues, as well as strategic planning surrounding your situation, are too critical for any lower standard.
Retirement Benefits Rank
Market Leading
CAROLINA WEALTH MANAGEMENT, INC.
CAROLINA WEALTH MANAGEMENT, INC.
Pinehurst, North Carolina
1-24 employees
Input and organized client’s investment holdings and other assets into programs including, but not limited to, SmartWorks, MoneyGuide Pro, eMoney, and NetX360. Completed research on different stock lists by gathering statistics from investment resources such as Morningstar, Schwab, and NetX360.
Retirement Benefits Rank
Market Leading
BAUCOM WEALTH MANAGEMENT, INC.
BAUCOM WEALTH MANAGEMENT, INC.
Concord, North Carolina
1-24 employees
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Below Market
SOUTHEAST FINANCIAL SERVICES, INC.
SOUTHEAST FINANCIAL SERVICES, INC.
Greensboro, North Carolina
1-24 employees
I joined the financial services industry in 1988 and I am currently an Investment Advisor Representative with Ameritas Investment Corp.(AIC). We are a boutique advisory firm offering services that are personalized and tailored to help you meet your goals. We are a privately held independent advisory firm who also works with top rated insurance carriers, individual wealth management clients, 401K and other retirement plan business, corporate benefits, client risk management and personal financial planning.*********Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA (www.finra.org)/SIPC(www.SIPC.org). AIC and Southeast Financial Services, Inc. are not affiliated. Additional products and services may be available through John Kenan or Southeast Financial Services, Inc. that are not offered through AIC. Securities products are limited to residents of North Carolina, District of Columbia, Florida, Georgia, Hawaii, Illinois, Maryland, Michigan, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and West Virginia. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Southeast Financial Services, Inc. will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed
Retirement Benefits Rank
Market Competitive
BRADSHAW ROGERS FINANCIAL PARTNERS, INC.
BRADSHAW ROGERS FINANCIAL PARTNERS, INC.
Salisbury, North Carolina
1-24 employees
At Bradshaw Rogers Financial Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Throughout Salisbury and across the Piedmont-Triad and Southwest NC, our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Partners and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.
Retirement Benefits Rank
Market Competitive
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BLAKELY FINANCIAL, INC.
BLAKELY FINANCIAL, INC.
High Point, North Carolina
1-24 employees
As an independent financial services firm, our team at Blakely Financial, Inc. has the ability and freedom to provide objective financial guidance and insight to our clients. Our investment philosophy emphasizes the benefits of adopting a long-term perspective and diversification of resources. Looking to safeguard the interests of our clients, in both up and down markets, one thing is absolutely clear—each person's situation is different. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, MA, MD, MI, MS, NC, NH, NJ, NY, OH, OK, PA, SC, SD, TX, VA, WA, WI and WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered by Blakely Financial are separate and unrelated to Commonwealth. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please review our terms of use here: www.commonwealth.com/termsofuse.html Blakely Financial, Inc. 1022 Hutton Lane Suite 109 High Point, NC 27262 1 Spring Street Marblehead, MA 01945 336-885-2530 336-885-2531 (fax) www.blakelyfinancial.com
Retirement Benefits Rank
Below Market
GATE CITY ADVISORS, LLC
GATE CITY ADVISORS, LLC
Greensboro, North Carolina
1-24 employees
In 1841, led by then Governor John Motley Morehead, Greensboro began to make an impact on the lives of NC citizens. He believed that Greensboro should be a relevant part of transportation throughout the state. He convinced the major railroads of the time to “bend” their tracks through one major depot, and the Gate City was born. If you wanted to go anywhere, you would go through the Gate City (Greensboro). Likewise Gate City Advisors, LLC was born out of our advisors’ desire to be a relevant part of their client’s financial journey. Whether you need financial planning, investment consulting, risk management, or a retirement plan for your company, Gate City Advisors can get you where you need to go. Our advisors will ensure you are on the right track for your financial future. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra As), an affliliate of Kestra IS. Gate City Advisors, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra As) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra AS Compliance department at 844-5-KESTRA. Kestra AS does not provide tax or legal advice. https://bit.ly/KF-Disclosures http://www.finra.org/ https://www.sipc.org/ 855-723-6696
Retirement Benefits Rank
Market Competitive
VICTORY WEALTH MANAGEMENT, INC.
VICTORY WEALTH MANAGEMENT, INC.
China Grove, North Carolina
1-24 employees
Victory Wealh Management, Inc is proud of our commitment to our clients and our community. We enjoy long term relationships with clientele from all walks of life. We are employed by our clients, not Wall Street! As Independent advisors we are able to offer a vast selection of products and services-your needs dictate our recommendations.
Retirement Benefits Rank
Market Competitive
KING FINANCIAL CORPORATION
KING FINANCIAL CORPORATION
Concord, North Carolina
1-24 employees
King Financial Corporation is a financial services company based out of 2200 Norcross Pkwy # 240, Norcross, Georgia, United States.
Retirement Benefits Rank
Market Laggard
AMERICAN FINANCIAL EDUCATION ALLIANCE
AMERICAN FINANCIAL EDUCATION ALLIANCE
Charlotte, North Carolina
1-24 employees
The American Financial Education Alliance (AFEA) is one of the fastest growing non-profit financial wellness programs in the country! Our unique No Selling approach, coupled with strategic alliances will change the way you think about financial education! AFEA is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops in local communities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting. AFEA courses and do not promote, endorse, or allow selling of any kind. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal, or Financial Advice. The Benefits of Working with AFEA: Our organization is comprised of a very diverse and growing membership of licensed professionals. Our members work as attorneys, financial advisors, realtors, mortgage specialists, insurance and investment specialists, CPA's, health & wellness specialists, and a variety of other professions. Our members all share the same goal, to provide the highest level of financial education available in order to help their local communities gain a better understanding of their finances.
Retirement Benefits Rank
Market Laggard