Rinnie Lakson
Satisfactory financial services, average experience.
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Terri Sobel
As a customer of this financial firm, I find the overall experience to be satisfactory. The website is easy to navigate and provides useful information about financial planning and investment services. The company's commitment to personalized client support is evident through their experienced team. However, the response time for inquiries could be improved, as it sometimes takes longer than expected to receive a follow-up. Additionally, the range of investment options offered is somewhat limited compared to other firms. While the customer service is friendly and helpful, there is room for improvement in terms of proactive communication and transparency regarding fees. In conclusion, while there are areas that could be enhanced, working with this financial firm has been an average experience overall.
Emma Lauzon
๐ฏ Parsec Financial has been an extraordinary partner on my financial journey! Their team goes above and beyond to understand my financial goals and provides personalized advice. The website is easy to use and offers a wealth of information. I am extremely satisfied with their services and would rate Parsec Financial as excellent. ๐ฏ
Kris Twyman
I have been a customer of a financial company for many years now, and I can confidently say that Parsec Financial stands out from the rest. Their team is dedicated, knowledgeable, and always goes the extra mile to ensure my financial needs are met. The website is easy to navigate and provides all the necessary information. I highly recommend Parsec Financial to anyone looking for reliable financial services.
Marjie Carroll
๐ I can't recommend Parsec Financial enough! Their team is incredibly knowledgeable and their services are outstanding. They have helped me achieve my financial goals and their dedication is commendable. The website is easy to navigate and offers a wide range of resources. I am beyond satisfied with their services and would rate Parsec Financial as excellent. ๐
Bob McManus
๐ I am absolutely thrilled with the services provided by Parsec Financial! They offer a wide range of financial solutions that suit my needs perfectly. The team is highly professional and always ready to assist me with any questions or concerns. Their website is easy to use and provides all the necessary information. I would definitely rate Parsec Financial as excellent. ๐
Frank Greber
I recently availed the services of a financial firm and I am highly satisfied with the assistance provided. The team at Parsec Financial has been extremely helpful in managing my finances. Their expertise and guidance have been invaluable in achieving my financial goals. The website is user-friendly and offers a wide range of services. I am grateful to Parsec Financial for their excellent support.
Amanda Everard
I have been a customer of Parsec Financial for a few years now, and I must say that their services are exceptional. The team is highly knowledgeable and always provides me with detailed and accurate financial advice. I appreciate their professionalism and attention to detail. The website is also user-friendly and makes it easy to navigate through various investment options. Overall, I would rate Parsec Financial as excellent.
Mireya
I have been a customer of a financial company for quite some time now and I am extremely impressed with Parsec Financial. Their team is highly professional and always provides me with reliable and accurate advice. The website is user-friendly and makes it easy to access various financial services. I would highly recommend Parsec Financial to anyone seeking trustworthy financial solutions.
Andrea Kovacs
I recently started using the services offered by a financial company and I must say that I am quite impressed. The team at Parsec Financial has been extremely helpful in guiding me through the process of managing my finances. They have provided me with excellent advice and their website is very user-friendly. I feel confident in trusting Parsec Financial with my financial goals and would highly recommend them to others.
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Parsec Financial is a fee-only Registered Investment Advisor with offices across North Carolina in Asheville, Charlotte, Winston-Salem, Southern Pines & Tryon.
Parsec Financial: Your Trusted Partner in Wealth Management
Parsec Financial is a fee-only Registered Investment Advisor that has been providing comprehensive wealth management services to individuals, families, and institutions for over 40 years. With offices across North Carolina in Asheville, Charlotte, Winston-Salem, Southern Pines & Tryon, Parsec Financial has established itself as a trusted partner in the financial industry.
At Parsec Financial, we believe that every client deserves personalized attention and tailored solutions to meet their unique financial goals. Our team of experienced professionals works closely with clients to understand their needs and develop customized investment strategies that align with their long-term objectives.
Our Services
We offer a wide range of services designed to help clients achieve their financial goals. Our core services include:
Investment Management: We provide professional investment management services designed to help clients build and preserve wealth over time. Our team of experts uses a disciplined approach to investing that focuses on risk management and diversification.
Financial Planning: We offer comprehensive financial planning services that cover all aspects of our clients' financial lives. From retirement planning to estate planning, we work closely with our clients to develop customized plans that address their unique needs.
Retirement Planning: We specialize in helping clients plan for retirement by developing strategies designed to maximize income while minimizing taxes. Whether you're just starting out or nearing retirement age, we can help you create a plan that meets your specific needs.
Estate Planning: We work closely with our clients' attorneys and tax advisors to develop estate plans designed to minimize taxes while ensuring assets are distributed according to their wishes.
Tax Planning: Our team of tax experts can help you navigate the complex world of tax planning by developing strategies designed to minimize your tax liability while maximizing your after-tax income.
Why Choose Parsec Financial?
There are many reasons why investors choose Parsec Financial as their trusted partner in wealth management:
Fee-Only Structure: As a fee-only Registered Investment Advisor (RIA), we do not receive commissions or other compensation from third-party providers. This means our advice is always unbiased and focused solely on what's best for our clients.
Experience & Expertise: With over 40 years of experience in the industry, our team has the knowledge and expertise needed to navigate even the most complex financial situations.
Personalized Attention: At Parsec Financial, every client receives personalized attention from an experienced advisor who understands their unique needs and goals.
Commitment To Excellence: We are committed to providing exceptional service at every stage of the client relationship. From initial consultation through ongoing support, we strive for excellence in everything we do.
Conclusion
If you're looking for a trusted partner in wealth management who can provide personalized attention and tailored solutions based on your unique needs and goals - look no further than Parsec Financial! With offices across North Carolina in Asheville, Charlotte,Winston-Salem,Southern Pines & Tryon ,we have established ourselves as one of the leading Registered Investment Advisors (RIAs) serving individuals,families,and institutions throughout the region.We invite you contact us today learn more about how we can help you achieve your long-term financial objectives!
- Website
- parsecfinancial.com
- Phone
- 8282550271
- Address
- 6 wall street
- Categories
- Investment management