Pate & Smith Investment Group
Financial Advising
Why pick this one
Pate & Smith Investment Group focuses on retirement planning, investment management, and comprehensive wealth planning, with calls and emails returned within 24 hours, including weekends.
Best for
- Individuals planning for retirement
- Busy individuals and families needing a financial roadmap
- Clients seeking comprehensive wealth planning
- Clients seeking investment management and asset protection strategies
Specialties
- retirement planning
- investment management
- asset protection strategies
- comprehensive wealth planning
What makes them different
- Free consultation offered
- Client phone calls and emails are returned within 24 hours, including weekends
- Free Retirement Made Simple audio CD and transcript offered
- Provides comprehensive wealth planning
- Offers financial advice intended to address every area of a client’s life
- Response time
- Client phone calls and emails are returned within 24 hours, even on weekends.
Distilled from this business's own website.
Contact & Location
- Address
- 311 E Walnut St, Goldsboro, NC 27530-4836
- Phone
- 19197345835
- Website
- https://pateandsmith.com
- ron@pateandsmithgroup.com
Services
- financial planning
- financial advising
- financial coaching
- investment management
- retirement planning