Victory Wealth Management
Investing
Why pick this one
Victory Wealth Management has over 50 years of experience and operates under a fiduciary standard for client interests.
Best for
- individuals seeking comprehensive financial planning
- clients prioritizing fiduciary advice
- long-term investment strategies
Look elsewhere if
- those looking for quick trades or high-frequency trading
- clients with very short-term financial needs
Specialties
- comprehensive financial planning
- investment management
- retirement planning analysis
- estate planning
- tax planning
Certifications
- Investment Advisor Representative
- Master Registered Financial Consultant
- Registered Financial Consultant
What makes them different
- fiduciary standard with a legal obligation to act in clients' best interests
- independent financial advisors not tied to proprietary products
- affiliation with Osaic Wealth, Inc.
- collaboration with a wide network of financial professionals
- Years in business
- 50+
Distilled from this business's own website.
Contact & Location
- Address
- 603 N Main St, China Grove, NC 28023-2633
- Phone
- +17048574924
- Website
- https://www.victorywmi.com/
- midge@victorywmi.com
Services
- financial planning
- investment management
- risk management
- tax strategies
- education funding