James Hoke - Thrivent
Why pick this one
James Hoke - Thrivent provides retirement, investment, and insurance planning through offices across central and eastern North Carolina plus home, business, and Zoom meetings.
Best for
- retirement strategy development
- investment planning
- life insurance and insurance protection planning
- clients seeking an ongoing financial planning relationship
- clients who want financial guidance aligned with personal values
- clients needing in-person or virtual meetings across central and eastern North Carolina
Look elsewhere if
- clients seeking legal, accounting, or tax advice
- clients seeking emergency financial services
- clients needing a service outside the products and programs available in their state
Specialties
- retirement strategies
- investment planning
- insurance protection
- managed accounts
- dedicated financial planning
Certifications
- Thrivent
What makes them different
- Thrivent is owned by its members rather than shareholders or investors
- Offers meetings at clients' homes, places of business, or virtually via Zoom
- Maintains offices in Kenly, Raleigh, Wilson, Wendell, Smithfield, and Fayetteville
- Uses an Understand, Strategize, Implement, Adapt planning process
- Team members describe themselves as committed Christians who align financial goals with clients' values
- Serves
- Kenly, Raleigh, Wilson, Wendell, Smithfield, Fayetteville
Distilled from this business's own website.
Contact & Location
- Address
- 3400 Walsh Parkway, Suite 338, Fayetteville, NC 28311
- Phone
- 9192841400
- Website
- https://connect.thrivent.com/james-hoke?utm_sou...
- arkfinancialgroup@thrivent.com
Services
- financial planning
- strategic financial planning
- investment planning
- retirement planning
- insurance planning
- managed account services