Barbara Mull Investment Solutions
Investing
Why pick this one
Barbara Mull Investment Solutions is now part of Wilson Financial Group, a family-owned North Carolina advisory firm serving families since 1992.
Best for
- retirees and pre-retirees seeking retirement income strategies
- investors wanting research-driven strategies tailored to risk and goals
- business owners, executives, professionals, and high net worth families
- clients needing coordinated tax, retirement, investment, Medicare, or legacy planning
Specialties
- retirement income strategies
- research-driven investment strategies
- tax planning and Roth conversions
- college planning
- Medicare planning
- legacy planning
What makes them different
- Now part of Wilson Financial Group, a family-owned financial advisory firm serving North Carolina families since 1992
- Investment strategies are described as research-driven and tailored to each client's risk and goals
- Retirement planning includes strategies for converting savings into reliable income
- Serves retirees and pre-retirees, business owners, executives and professionals, and high net worth families
Distilled from this business's own website.
Contact & Location
- Address
- 28 Schenck Pkwy Ste 200, Asheville, NC 28803-5088
- Phone
- +18287710806
- Website
- https://www.mullinvestment.com
- help@wfgnc.com
Services
- financial planning
- retirement planning
- investment management
- tax planning
- college planning
- Medicare planning
- legacy planning