White Horse Financial
Investing
Why pick this one
White Horse Financial provides investment, retirement, estate-planning, and insurance services from its Fayetteville, North Carolina office.
Best for
- 401(k) and IRA rollovers
- Retirement income planning
- Reducing unnecessary market risk
- Tax-efficient retirement strategies
- Estate and legacy planning
- Business-owner financial strategies
Specialties
- 401(k) and IRA rollovers and transfers
- Guaranteed Lifetime Income Annuities
- Private Reserve Strategies for business owners
- 101 Plans for tax-advantaged lifetime income
- Life insurance for tax-free wealth transfer
- Long-term care, disability, and critical illness coverage
What makes them different
- Family-owned financial services firm based in North Carolina
- More than 20 years serving individuals, families, and business owners
- Offers ongoing plan reviews as life changes, markets shift, and retirement needs evolve
- Recognized by Three Best Rated as one of Fayetteville's best financial services firms every year since 2023
- Years in business
- 20
- Serves
- Fayetteville
Distilled from this business's own website.
Contact & Location
- Address
- Executive Suites 2nd floor, 4200 Morganton Rd Suite #22, Fayetteville, NC 28314
- Phone
- +19103392625
- Website
- http://whitehorse-financial.com/
- rogerharris@whitehorse-financial.com
Services
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Insurance planning