James "Marty" Bullard Jr. Equitable Advisors
Insurance Agency
Why pick this one
Equitable Advisors Carolinas has close to 200 financial professionals to help clients achieve their financial goals through personalized strategies.
Best for
- personalized financial planning
- wealth management strategies
Look elsewhere if
- searching for generic financial services
- seeking non-personalized advice
Specialties
- financial planning
- wealth management
Certifications
- SEC-registered investment advisor
What makes them different
- close to 200 financial professionals in the Carolinas
- comprehensive personalized financial strategies
- active community involvement
- Serves
- Charlotte, NC, Raleigh, NC, High Point, NC, Greenville, SC, Charleston, SC
Distilled from this business's own website.
Contact & Location
- Address
- 3201 Beechleaf Ct, Raleigh, NC 27604-0014
- Phone
- +19107343098
- Website
- http://www.carolinas.equitableadvisors.com/
- CarolinasCRM@equitable.com
Services
- financial advising
- investment services