Neil Firth
Why pick this one
Neil Firth provides estate, retirement, investment, and business succession planning across Coastal and Southeastern North Carolina and holds FINRA Series 7 and 66 registrations.
Best for
- Comprehensive retirement and investment planning
- Estate planning strategy coordination
- Business owners integrating personal and business financial plans
- Asset allocation planning
- Clients seeking coordination with tax and legal professionals
Look elsewhere if
- Urgent or emergency financial services
- Clients seeking only personal banking, lending, or debt-management services
- Clients needing a specifically listed service area city rather than the broader Coastal and Southeastern North Carolina region
Specialties
- Estate planning
- Retirement planning
- Asset allocation
- Investment planning
- Business succession planning
Certifications
- FINRA Series 7 - General Securities Representative Exam
- FINRA Series 66 - Uniform Combined State Law Exam
What makes them different
- Serves Coastal and Southeastern North Carolina
- Creates comprehensive, personalized plans based on client goals and concerns
- Coordinates financial planning with clients' tax and legal professionals
- Supports business owners with integrated personal and long-term strategic planning
- First Citizens Wealth states that it has helped clients plan for the future for over 125 years
Distilled from this business's own website.
Contact & Location
- Address
- 440 South College Road, Wilmington, NC 28403
- Phone
- 9107927636
- Website
- https://foundation.firstcitizens.com/nc/wilming...
- Neil.Firth@firstcitizens.com
Services
- Wealth management
- Financial planning
- Investment planning
- Retirement planning
- Estate planning
- Business succession planning
- Asset allocation
- Tax and legal professional coordination