About
We offer fee based, discretionary investment management for individuals and small businesses and provide investment guidance on retirement plan assets
We practice values-based financial planning. It's about helping you make smart financial decisions based on what's important to you. Our firm offers a unique advisory service to individuals participating in their current or former employer's retirement plan. As opposed to the traditional asset allocation strategies with arbitrary rebalancing programs, we provide timely, specific guidance on your investment choices and allocations within your company's retirement plan at any given time, direc...
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Services
investment management
retirement planning services
Contact
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 4:30 PM
- Tue 9:00 AM - 4:30 PM
- Wed 9:00 AM - 4:30 PM
- Thu 9:00 AM - 4:30 PM
- Fri 9:00 AM - 4:30 PM
- Sat CLOSED
-
Sat CLOSED
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Detailed Information
- Location Typeunknown
- Opening Date2003-01-01
- Annual Revenue Estimateunknown
- SIC Code show
- Employees2 to 4
- Contactsshow
- President/CEO Laura McCue
- Phone 828-274-7844
- Email [email protected]
- Fax 828-274-7848
- Vice President/COO Priestley Ford
- Phone 828-274-7844
- Email [email protected]
- Fax 828-274-7848
- Investment Advisor Representative Kevin Martin
- Phone 828-274-7844
- Email [email protected]
- Fax 828-274-7848