Sound Partners
Financial Advising
Why pick this one
Sound Partners has served clients since 2011 and combines retirement planning, insurance, estate strategies, business planning, and 401(k) implementation.
Best for
- retirement planning
- wealth management and asset allocation
- life, health, and long-term care insurance planning
- business planning and executive benefits
- pension and 401(k) implementation
- multigenerational wealth planning
Specialties
- retirement planning
- goals-based financial planning
- wealth management
- estate planning strategies
- life insurance strategies
- disability and income planning
- business planning
- asset allocation analysis
- employee benefits planning
- pension and 401(k) implementation
Certifications
- CFP
- CLU
- AIF
- ChFC
- RICP
- CEPA
- MBA
What makes them different
- Serving clients since 2011
- Advisory team includes professionals based in Greenville, Goldsboro, Wilmington, Henderson, and Charlotte, North Carolina
- Client process covers Discovery, Profile, Plan, Implement, and Review
- Active succession plan involving partners and clients
- Team includes advisors focused on retirement planning, insurance, business planning, estate strategies, employee benefits, and 401(k) implementation
Distilled from this business's own website.
Contact & Location
- Address
- 1105 Corporate Dr Ste a, Greenville, NC 27858
- Phone
- +12527567721
- Website
- http://www.sound-partners.com/
- info@sound-partners.com
Services
- financial planning
- retirement planning
- wealth management
- estate conservation
- life insurance
- disability and income planning
- business planning
- investment analysis
- tax strategies
- employee benefits