Turret Investment Management- W. Skyler Harrison
Financial Service
Why pick this one
Turret Investment Management, founded in 2016, provides retirement planning, wealth transfer, and fee-based investment management in Mount Airy.
Best for
- Retirement planning and income generation
- Wealth transfer and legacy planning
- Investing life insurance proceeds
- Individuals seeking fee-based investment management
- Clients wanting online portfolio access alongside a dedicated financial advisor
- Employer-sponsored retirement plan administrators seeking higher employee participation
Specialties
- Retirement planning
- Wealth transfer
- Income generation
- Investing life insurance proceeds
- Fixed and fixed indexed annuities
- Fee-based advisory relationships
Certifications
- Certified Investment Management Analyst (CIMA®)
- Chartered Mutual Fund Counselor (CMFC®)
- Series 7 registration with LPL Financial
- Series 66 registration with LPL Financial
- Life, Health, and Variable Life & Annuity licenses in North Carolina and Virginia
- Member of the Investment Management Consultants Association
What makes them different
- Founded by W. Skyler Harrison in 2016
- Offers LPL Financial Guided Wealth Portfolios with a dedicated personal advisor and 24-7 account access
- Guided Wealth Portfolios accounts are monitored daily and can include tax-loss harvesting
- Uses a multi-step process covering needs discovery, client education, portfolio construction, and ongoing reviews
- Maintains an office at 443 N. Main St in Mount Airy, North Carolina
- Serves
- Mount Airy
Distilled from this business's own website.
Contact & Location
- Address
- 443 N Main St, Mount Airy, NC 27030-3813
- Phone
- 13363551740
- Website
- https://www.turretim.com
Services
- Investment management
- Financial planning
- Life event planning
- Life event management
- Employer-sponsored retirement plan services
- Online investment platform
- Portfolio review and investment consolidation