Falcon Financial
Financial Service
Why pick this one
Falcon Financial specializes in Medicare and retirement planning and has been serving Salisbury since 2012.
Best for
- individuals seeking retirement planning
- clients needing guidance on Medicare options
Look elsewhere if
- those looking for purely transactional investment services
- clients with budget constraints
Specialties
- Medicare
- retirement planning
- life insurance
Certifications
- North Carolina Registered Investment Advisor
What makes them different
- founded by Seth Waller, who has experience with Edward Jones and Ameriprise
- offers a relationship-focused approach
- team includes seasoned advisors with diverse backgrounds
- Years in business
- 11
- Serves
- Salisbury
Distilled from this business's own website.
Contact & Location
- Address
- 200 Statesville Blvd, Salisbury, NC 28144-2359
- Phone
- +17046034177
- Website
- https://falconfinancialnc.com/
- seth@falconfinancialnc.com
Services
- investment management
- financial planning