Townsend Asset Management
Investing
Why pick this one
Townsend Asset Management has over 40 years of experience and provides tailored financial strategies that reflect clients' goals and values.
Best for
- individuals seeking personalized financial guidance
- families planning for retirement
- clients interested in estate and legacy planning
Look elsewhere if
- budget-sensitive clients looking for low-cost investment options
- those seeking high-frequency trading strategies
Specialties
- investment management
- financial planning
- retirement planning
- tax planning
- estate and legacy planning
Certifications
- Registered Investment Advisors
What makes them different
- tailored wealth strategies grounded in community
- comprehensive investment strategies
- clear, actionable roadmaps for financial planning
- transparent fees
- deep roots in the community
- Years in business
- 40
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 3110 Edwards Mill Rd, Raleigh, NC 27612-5419
- Phone
- +19197829689
- Website
- http://www.assetmgr.com/
- user@domain.com
Services
- investment management
- financial planning
- retirement planning
- tax planning
- estate and legacy planning