Spence Agency
Insurance Agency
Why pick this one
Spence Agency offers retirement planning, wealth management, and risk strategies through Ed Spence, who holds CLU, ChFC, and RICP designations.
Best for
- Retirement income planning
- Individuals seeking wealth management and asset allocation strategies
- Families needing life, disability, or long-term care insurance strategies
- Business owners seeking small business planning or executive benefits
- Clients planning estates, wealth transfers, or multigenerational strategies
- Clients seeking financial guidance in the Goldsboro area
Look elsewhere if
- Customers seeking auto, homeowners, or commercial property insurance
- Customers needing emergency insurance claims service
- Customers seeking only a single transactional insurance policy without broader financial planning
Specialties
- Retirement planning
- Retirement income strategies
- Executive benefits and compensation planning
- Life, disability, and long-term care insurance strategies
- Estate and multigenerational planning
- Asset allocation strategies
- Education savings programs
- Small business financial planning
Certifications
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Retirement Income Certified Professional (RICP)
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- Retirement Planning Specialist
- Wayne County Chamber of Commerce membership
What makes them different
- Ed Spence has CLU, ChFC, and RICP designations
- Ed Spence holds FINRA Series 6, 7, 63, and 65 licenses
- Financial planning since 1981 is cited in Ed Spence's biography
- Uses Asset-Map for household financial overviews and needs-based analysis
- Uses Nitrogen's Risk First Approach for investment risk analysis
- Serves
- Goldsboro
Distilled from this business's own website.
Contact & Location
- Address
- 1507 E Ash St, Goldsboro, NC 27530
- Phone
- +19197363866
- Website
- http://www.edwardspence.com
- ed@sound-partners.com
Services
- Financial planning
- Wealth management
- Estate planning strategies
- Risk management
- Investment strategy and asset management
- Tax management strategies
- Retirement planning