Rick Parkes
Park
Why pick this one
Rick Parkes has over 40 years of experience in retirement planning and offers personalized financial strategies for clients in Raleigh.
Best for
- individuals preparing for retirement
- clients needing personalized financial solutions
- those seeking tax and legacy planning
Look elsewhere if
- individuals looking for quick, one-time financial advice
- requests for services outside retirement and estate planning
Specialties
- retirement planning
- tax planning
- legacy planning
- annuities
- life insurance
- long-term care coverage
Certifications
- NC Insurance License #2413889
What makes them different
- over 40 years of experience
- hosts a radio show, 'The Retirement Income Show'
- comprehensive retirement strategy known as S.W.A.N.
- offers complimentary retirement reviews
- strategic alliances with estate planning attorneys and CPAs
- Years in business
- 40
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4101 Lake Boone Trl, Raleigh, NC 27607-2975
- Phone
- +19197878867
- Website
- http://rickparkes.com/
- info@rickparkes.com
Services
- financial planning
- estate planning
- tax services
- insurance solutions