White & Bain Financial Services
Financial Service
Why pick this one
White & Bain Financial Services has served Fayetteville since 1965 and offers fee-based planning, wealth management, and risk management.
Best for
- Young professionals seeking long-term financial planning
- Pre-retirees planning retirement income and wealth preservation
- Retirees concerned about outliving their money
- Business owners needing retirement or profit-sharing plans
- Clients seeking life, disability, or long-term care planning
- Clients preferring an independent financial advisor
- Clients needing phone, in-person, or virtual meetings
Specialties
- Financial planning
- Wealth management
- Risk management
- 401(k) planning
- 403(b) planning
- College savings plans
- Traditional and Roth IRAs
- Charitable giving planning
- Life insurance
- Disability insurance
- Long-term care planning
- Annuities
- Mutual funds and ETFs
- Alternative investments
- Environmental, social, and governance investing
- Securities-backed lines of credit
- SEP-IRA plans
- SIMPLE IRA plans
- Profit-sharing plans
- Cash balance plans
Certifications
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC) education and ethics requirements
- FINRA Series 6 license
- FINRA Series 7 license
- FINRA Series 63 license
- FINRA Series 66 license
What makes them different
- Firm began in 1965 as Ralph White & Associates
- No-charge initial consultation meeting
- Independent advisor not limited to particular financial products or required referrals
- Phone, in-person, and virtual meeting options
- Ongoing monitoring and review for advisory clients
- Years in business
- 61
- Serves
- Fayetteville
Distilled from this business's own website.
Contact & Location
- Address
- 1318 Raeford Rd, Fayetteville, NC 28305-5482
- Phone
- 19104858707
- Website
- https://www.whiteandbainfinancial.com
- ebain@whiteandbain.com
Services
- Fee-based investment advisory
- Financial planning
- Wealth management
- Retirement planning
- Insurance planning
- Business-owner financial planning
- Estate conservation planning
- Wealth preservation