The Journey's Group
Financial Advising
Why pick this one
The Journeys Group is an independent registered investment advisory firm founded in 2002, with Tommy Pate bringing over 30 years of financial planning experience.
Best for
- retirement preparation
- investment planning
- individualized financial strategies
- life and health insurance guidance
- financial education through retirement and investment topics
Specialties
- retirement planning
- investment planning
- financial strategies based on individual goals
- life and health insurance planning
Certifications
- George Pate holds life and health insurance licenses
- George Pate holds a securities license
What makes them different
- Independent registered investment advisory firm
- Founded by Tommy Pate in 2002
- Tommy Pate has over 30 years in the insurance and financial planning industry
- Financial strategies are based on each individual's goals, priorities, and dreams
- Produces the Taking Care of Business financial podcast, with 155 episodes since 2022
Distilled from this business's own website.
Contact & Location
- Address
- 222 Emily Dr, Winterville, NC 28590
- Phone
- +12523041019
- Website
- https://thejourneysgroup.buzzsprout.com/
Services
- registered investment advisory
- financial planning
- retirement preparation
- investment guidance
- insurance planning