The Galloway Chandler Group - Alex Brown-Raymond James
Why pick this one
The Galloway Chandler Group provides retirement income, Social Security, healthcare, and legacy planning for retirees in Winston-Salem.
Best for
- Retirees needing withdrawal, Social Security, healthcare, longevity, and legacy planning
- Business owners planning valuation, tax efficiency, retirement benefits, succession, or a business sale
- Corporate executives managing deferred compensation, restricted stock, and concentrated company equity
- Corporations seeking fiduciary guidance and defined contribution or defined benefit retirement plans
- Foundations, endowments, nonprofits, and family offices needing investment and fiduciary planning
Look elsewhere if
- People seeking direct tax or legal advice rather than financial planning coordination
Specialties
- business valuations
- business succession and exit planning
- corporate executive concentrated-equity strategies
- retirement income and Social Security planning
- healthcare and long-term-care planning
- legacy and wealth-transfer planning
- corporate retirement plan fiduciary services
Certifications
- Raymond James affiliation
What makes them different
- Serves business owners through business valuation, tax-aware planning, retirement benefits, risk management, and succession planning
- Provides corporate executive strategies for deferred compensation, restricted stock, concentrated equity, tax diversification, and potential income enhancement
- Offers corporate retirement plan investment-menu curation, fiduciary services, ERISA guidance, and employee outreach
- Provides retirees with distribution, Social Security, healthcare, longevity, and legacy planning
- Works with foundations, endowments, nonprofits, corporations, and family offices on fiduciary and investment strategies
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 100 N Main St Ste 2400, Winston-Salem, NC 27101
- Phone
- 3367246921
- Website
- https://www.alexbrown.com/gallowaychandlergroup
Services
- financial planning
- wealth management
- investment management
- risk management
- banking and lending solutions
- retirement planning
- estate and legacy planning
- corporate retirement plan consulting
- institutional investment management