Modera Wealth Management, LLC is excited to announce that the Parsec Financial team is joining Modera. The transaction creates one of the largest independent wealth management firms on the East Coast, with over $10.5 billion of AUM and over 180 employees across 14 offices between Massachusetts and Florida. Both firms can trace their roots to the 1980s as they were founded as two of the first fiduciary, fee-only advisory firms in the United States. Modera provides fee-only, comprehensive wealth management for individuals, families, retirement plan sponsors and non-profit institutions. In addition to portfolio management, Modera provides clients with financial planning services, including retirement planning, estate planning, income tax planning and risk analysis.
Our firm is dedicated to serving people in Winston Salem, NC with financial who desire comprehensive financial planning and investment management services. We offer virtual appointments and we are wheelchair accessible.
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AmeriLife has 45 offices nationwide staffed with over 1,000 licensed life and health insurance agents. AmeriLife is the largest independent agency in the country. AmeriLife offers Medicare Supplements, Medicare Advantage, Life Insurance and a broad range of financial products designed to serve the needs of Senior Americans.
Global View Capital Advisors is a full-service financial firm providing comprehensive wealth management and investment services to individuals, families and businesses in Winston-Salem and the surrounding area. We offer a personalized approach to meeting your financial goals, whether you are looking to grow your wealth, preserve your capital or plan for retirement. We offer a complete range of services, including asset management, estate planning, tax planning and more.
Maestro Wealth Advisors is an independent, full-service advisory firm whose client-centric approach has always adhered to its fiduciary duty. We are dedicated to providing the help you need to reach your financial goals during every stage of your life. Our team builds every relationship with a long-term vision based on trust and a sensible planning approach, empowering you to live the lifestyle you desire, and leave the legacy you envision.
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Advance Financial Group offers investment advisory and comprehensive financial planning on a fee basis to individuals and small businesses. As an independent advisors we strive to provide unbiased advice and focus our loyalty on you . Retirement planning includes creating a plan for achieving your specific retirement goals and evaluating your progress toward your desired retirement lifestyle. The retirement planning process also includes a plan for income distribution at retirement-Creating a plan for a dependable and sustainable income which is integrated with social security and income from pensions , 401k plans and investments. Comprehensive Financial planninng also includes Social Security Maximization,Medicare Planning and Insurance risk Analysis which could include life ,health and long term care insurance. Depending on your situation your financial plan could also include education planning and estate and charitable giving planning. Wealth Management-We specialize in helping successful clients select individual portfolio managers with compatible objectives, attitude and risk tolerance levels. Actively managed assets are monitored daily, something the most dedicated investor cannot do on his own. We offer managers that use a more proactive management style in order to better preserve and protect your assets by adjusting to market conditions. We believe independent managers, like independent financial advisors, offer clients a broad unbiased prospective regardless of the size of your account. Helping women with life transitions such as changing careers, divorce or death of a spouse and retirement planning are areas of focus. Our goal is for clients to feel financially secure and confident about their financial futures, so that they can focus on and enjoy the things that matter most to them. Securities offered through Securities America, Inc Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Advance Financial Group and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The comments displayed are not verified, may not be accurate and are not necessarily representative of customer experiences.
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With network representatives in more than 300 offices in the United States, The Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries. It provides a range of financial security solutions by using insurance and investment products. The Northwestern Mutual Financial Network operates through independently managed field offices. It offers education funding, asset and income protection, personal needs and estate analysis, and long-term care, retirement and business solutions. In addition to mutual funds and trust services, The Northwestern Mutual Financial Network provides estate and financial planning and investment advisory services, as well as annuities and disability and life insurance. It offers Strategic Employee Benefit Services, which is a nationwide group marketing program that provides specialized services in the employee benefits arena. The network s special account services for individuals with NMIS accounts include dividend reinvestment, account protection, direct deposit, online account access, check writing privileges and electronic transfers. It offers a variety of individual planning services ranging from college education funding to IRA solutions. Ranked among the World s Most Admired Companies by the FORTUNE magazine, The Northwestern Mutual Life Insurance Company has more than 3 million policy owners.
Certified Public Accountant Personal Financial Specialist Certified Financial Planner(tm) professional Tax preparation and planning Business advisory services and bookkeeping IRS problem resolution Estates and Trusts tax preparation and bookkeeping
