Old North State Trust, LLC

About

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. Our team specializes in the areas of asset management; income, estate, and trust tax consulting; retirement planning and administration; and trustee and estate services. Our firm applies technologically advanced resources, powerful market relationships, and a wide range of experience in financial services to enhance your financial success. With a team of professionals who have over 100 years of combined experience in various financial sectors, our passion for service is our highest mission. As a client, you can expect an all-inclusive approach to planning, consulting, and compliance on a fee-based billing system as opposed to an hourly rate. We have met our goals when YOU have found triumph in your goals. We strive to create strong and trusting relationships so that reaching your goals are that much easier for YOU. A partnership between YOU and Old North State Trust gives you the power for success.