Resource Partners, LLC
Why pick this one
Resource Partners, LLC provides retirement, estate, investment, and education planning from its Hickory, North Carolina office.
Best for
- retirement planning for pre-retirees and retirees
- estate, charitable giving, and trust planning
- education planning
- investment management and portfolio management
- financial planning for business owners and corporate executives
- fixed income services
- sustainable investing
Specialties
- retirement planning
- estate, charitable giving and trust planning
- education planning
- investment management
- portfolio management
- longevity planning
- fixed income services
- sustainable investing
What makes them different
- Serves business owners, corporate executives, families and individuals, pre-retirees, and retirees
- Offers dedicated education planning services
- Offers estate, charitable giving, and trust planning
- Offers fixed income services and sustainable investing
- Operates from Hickory, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 10 13th Ave NW, Hickory, NC 28601
- Phone
- 8283244420
- Website
- https://www.raymondjames.com/ResourcePartners/
Services
- financial planning
- investment planning
- retirement planning
- estate and charitable planning
- education planning
- risk management
- portfolio management
- fixed income services