Deedre' L. Whitaker
Why pick this one
Deedre' L. Whitaker provides financial planning guidance, customized lending, and debt management for clients throughout Eastern North Carolina.
Best for
- Clients seeking customized financial planning
- Cash flow planning and debt management
- Tax-efficient wealth-building strategies
- Asset protection and estate planning coordination
- Personal banking and customized lending
Specialties
- Cash flow planning
- Customized lending
- Debt management
- Financial planning guidance
- Personal banking solutions
- Tax-efficient wealth building
- Asset protection planning
- Estate planning coordination
What makes them different
- Serves clients throughout Eastern North Carolina
- Creates personalized financial plans through consultative conversations
- Coordinates financial planning with clients' tax and legal professionals
- Uses MoneyGuidePro as its financial planning tool
- First Citizens Wealth states that it has helped clients plan for the future for over 125 years
- Serves
- Greenville
Distilled from this business's own website.
Contact & Location
- Address
- 2405 Stantonsburg Road, Greenville, NC 27834
- Phone
- 2523216482
- Website
- https://foundation.firstcitizens.com/nc/greenvi...
- Deedre.Whitaker@firstcitizens.com
Services
- Wealth management
- Financial planning
- Personal banking
- Lending
- Debt management
- Cash flow planning
- Estate planning coordination