The Murchison Group
Why pick this one
The Murchison Group provides investment, estate-planning, and retirement-planning services backed by more than a century of combined experience.
Best for
- Families seeking coordinated investment, retirement, and estate-planning guidance
- Clients planning for retirement income
- Multi-generational wealth management
- Clients preferring a financial planning process tailored to personal goals
Specialties
- estate planning strategies
- retirement income planning
- long-term investing strategies
- wealth management
- investment products
Certifications
- CFP®
What makes them different
- More than a century of combined experience among the financial professionals
- Provides coordinated investment, retirement-income, and estate-planning strategies
- Uses a collaborative process tailored to clients' personal goals and preferences
- Offers client access through Wells Fargo Advisors' online portal
- States that long-term relationships across generations are central to its practice
Distilled from this business's own website.
Contact & Location
- Address
- 1979 EASTWOOD RD, WILMINGTON, NC 28403
- Phone
- 9102390111
- Website
- http://www.themurchisongroup.com/
Services
- financial advisory services
- investment management
- estate planning
- retirement planning