Max Weinstein and Arthur Hooker - Raymond James
Why pick this one
Max Weinstein, Lauren Williams & Art Hooker provides corporate retirement plan consulting, investment management and estate, charitable giving and trust planning.
Best for
- business owners seeking financial planning
- healthcare professionals seeking financial planning
- pre-retirees needing retirement planning
- retirees needing portfolio management
- families and individuals needing estate or education planning
Specialties
- corporate retirement plan consulting
- education planning
- estate, charitable giving and trust planning
- fixed income services
- portfolio management
What makes them different
- Offers corporate retirement plan consulting
- Has dedicated client planning for business owners
- Has dedicated client planning for healthcare professionals
- Provides fixed income services
- Provides estate, charitable giving and trust planning
Distilled from this business's own website.
Contact & Location
- Address
- 208 Park St, Fayetteville, NC 28305
- Phone
- 9103234434
- Website
- https://www.raymondjames.com/weinsteinhooker
Services
- financial planning
- investment management
- investment strategies
- retirement planning
- portfolio management
- fixed income services
- education planning
- estate, charitable giving and trust planning