Kusek Financial Group
Financial Service
Why pick this one
Kusek Financial Group provides personalized wealth management and retirement guidance in Wilmington, NC and other states, affiliated with LPL Financial.
Best for
- Clients seeking retirement planning and wealth management
- Individuals wanting education about investment products and strategies
- Clients seeking personalized financial guidance based on their life stage
- Clients in North Carolina or other states seeking an independent financial advisor
Specialties
- wealth management
- retirement planning
- investment product and strategy guidance
- client financial education
Certifications
- LPL Financial affiliation
What makes them different
- Patricia Kusek is president and founder
- Independent advisors associated with LPL Financial
- Provides personalized service based on each client's life stage and needs
- Serves clients in North Carolina and other states across the nation
- Emphasizes client education about investment products and strategies
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 400 Carl St, Wilmington, NC 28403-1871
- Website
- https://www.kusekfinancialgroup.com
Services
- financial consulting
- wealth management
- retirement planning
- portfolio guidance