Investment Services locations near Siler City, NC

Showing 1–5 of 5 results

Edward Jones - Financial Advisor: Laura M Clapp

📍 221 E Raleigh St, Siler City, NC, 27344

📞 919-663-1051

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Lee Shanklin

📍 120 Lowes Dr Ste 107, Pittsboro, NC, 27312

📞 919-545-0125

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Chad Virgil

📍 630 East St Ste 2, Pittsboro, NC, 27312

📞 919-545-5669

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Gregory Mcneely - Prudential Financial

📍 288 East St Suite 2001 Ste 2001, Pittsboro, NC, 27312

📞 919-542-4246

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Old North State Trust, LLC

📍 106 W Raleigh St, Siler City, NC, 27344

📞 919-663-3996

🌐 www.oldnorthstatetrust.com

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.