Financial Advising near Stanley, NC

“We have worked with Seth since 2014in setting up our retirement investments and planning a strategy for our future and eventual retirement with a risk that was tolerable to us, but still had asset growth. It has proven to work for us the past seven years, with slight modifications yearly when we meet with Seth. We are well informed by Edward Jones and can look at all details as often as you like on your smart phone or computer, and receive Reports. Seth is a good listener, very knowledgeable, and understanding and easy to work with. He has a lot to offer in helping all ages of people to establish a good investment strategy for the future.His staff also do a good job in scheduling appointments that will fit your schedule.5 Stars from Frog Level Farm LLC”

“Mr. Conner's kind gentle demeanor was not only reassuring but prompted a trust and my mom always felt David had her best interest at heart and spent many hours just talking with her calming her down and made it more than a business relationship. I now plan on using David if we can work it all out as I return to NC. Comes from a great family too.”