James Hoke - Thrivent

Why pick this one

They provide tailored financial solutions and meet clients in-person or virtually across multiple locations in North Carolina.

Best for

  • personalized financial planning
  • retirement strategies
  • investment management for various life stages

Look elsewhere if

  • seeking solely low-cost insurance options
  • looking for rapid, high-volume investment transactions

Specialties

  • retirement strategies
  • investment planning
  • insurance protection
  • financial guidance
  • charitable giving solutions

Certifications

  • CFP®
  • BFA™

What makes them different

  • licensed in multiple states including NC and VA
  • offering virtual meetings via Zoom
  • providing tailored financial solutions
  • focus on aligning financial goals with values
  • team includes dedicated professionals committed to client education
Serves
Kenly, Raleigh, Wilson, Wendell, Smithfield, Fayetteville

Distilled from this business's own website.

Contact & Location

Address
107 S. Gardner Avenue, Kenly, NC 27542
Phone
9192841400
Website
https://connect.thrivent.com/james-hoke?utm_sou...
Email
john.ausley@thrivent.com

Services

  • financial planning
  • insurance services
  • investment management

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