Deal Financial Group
Bank Credit Union
Why pick this one
Deal Financial Group provides fiduciary guidance from college through retirement and offers retirement planning, investment management, and workplace financial education.
Best for
- Individuals approaching or entering retirement
- Families seeking long-term financial planning
- Businesses evaluating 401(k), 403(b), SIMPLE IRA, or individual 401(k) plans
- Employers seeking group health insurance consulting
- Organizations seeking workplace financial wellness education
Specialties
- retirement planning
- investment management
- comprehensive financial planning
- employee and executive benefits
- employer-sponsored retirement plans
Certifications
- AIF®
- CPFA®
What makes them different
- Provides fiduciary guidance from college through retirement
- Develops plans around clients' financial and personal goals
- Typically meets with clients two to four times per year based on their needs
- Offers workplace financial wellness and 401(k) education
- Works with Blue Cross, United Healthcare, Cigna, and Aetna for group health insurance consulting
- Serves
- Hickory, NC
Distilled from this business's own website.
Contact & Location
- Address
- 200 1st Ave NW Ste 302, Hickory, NC 28601
- Phone
- 8283284622
- Website
- https://www.dealfinancialgroup.com/
- dustin.deal@dealfinancialgroup.com
Services
- financial planning
- investment management
- retirement planning
- insurance planning
- group health insurance consulting
- financial education workshops