Living Stone Wealth Management
Why pick this one
Living Stone Wealth Management offers financial planning, portfolio management, retirement planning, and estate, charitable giving and trust services through Raymond James.
Best for
- business owners needing business planning or corporate retirement plan consulting
- families and individuals seeking financial planning or investment solutions
- retirees seeking retirement planning and portfolio management
- clients needing estate, charitable giving, and trust services
- clients seeking banking and lending solutions alongside wealth management
Specialties
- corporate retirement plans consulting
- estate planning
- charitable giving and trust planning
- fixed income services
- banking and lending solutions
- business planning
- education planning
- financial planning
- investment solutions
- portfolio management
- retirement planning
- risk management
What makes them different
- Maintains dedicated client service areas for business owners, families and individuals, and retirees
- Offers corporate retirement plans consulting
- Provides estate, charitable giving and trust services
- Provides banking and lending solutions
- Operates through Raymond James
- Serves
- Madison
Distilled from this business's own website.
Contact & Location
- Address
- 206 S Market St, Madison, NC 27025
- Phone
- 3369499550
- Website
- https://www.raymondjames.com/livingstonewealth
Services
- wealth management
- financial planning
- investment management
- retirement planning
- estate and trust planning
- business planning
- education planning
- banking and lending solutions
- corporate retirement plan consulting
- risk management