Erickson Advisors - Financial Planners
Why pick this one
Erickson Advisors provides customized investment frameworks through its Erickson Now Advantage program for clients in Greensboro and Durham, NC.
Best for
- Customized financial planning
- Investment strategy and asset management
- Estate planning and legacy planning
- Financial planning during life transitions
Specialties
- customized investment frameworks
- financial planning
- asset management
- estate planning and life-transition planning
What makes them different
- Erickson Now Advantage is a personalized investment and planning program
- Financial planners build customized investment frameworks
- The firm serves Greensboro and Durham, North Carolina
- The firm addresses building financial futures, securing legacies, and life transitions
- Serves
- Greensboro, Durham
Distilled from this business's own website.
Contact & Location
- Address
- 3001 Academy Rd Ste 110, Durham, NC 27707
- Phone
- 9195950619
- Website
- http://www.ericksonadvisors.com/
- emilym@ericksonadvisors.com
Services
- financial planning
- investment strategy
- asset management
- estate planning