Inner Banks Financial Partners
Why pick this one
Inner Banks Financial Partners provides retirement planning, investment management, and estate, charitable giving and trust services in Kinston, NC.
Best for
- retirement planning for pre-retirees and retirees
- investment management and portfolio management
- business planning for business owners
- corporate retirement plan consulting
- estate, charitable giving and trust planning
- education planning for families
Specialties
- retirement planning
- investment management
- portfolio management
- estate, charitable giving and trust planning
- corporate retirement plan consulting
- business planning
- education planning
- alternative investments
- fixed income services
- risk management
What makes them different
- Dedicated client resources for business owners and corporate retirement plans
- Dedicated client resources for pre-retirees and retirees
- Dedicated client resources for sudden wealth and private wealth
- Dedicated client resource for women investors
- Named team members include Justin Tart and Kristi Oliver
- Serves
- Kinston
Distilled from this business's own website.
Contact & Location
- Address
- 2815 Hull Rd, Kinston, NC 28504
- Phone
- 2528334205
- Website
- https://www.raymondjames.com/innerbanksfinancia...
Services
- financial planning
- investment advisory
- retirement planning
- portfolio management
- estate and charitable giving planning
- corporate retirement plan consulting
- business planning
- education planning
- risk management