Investing in Wilmington, NC
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4 locations found near Wilmington
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5815 Oleander Dr Unit 260, Wilmington NC 28403
“I spent the first 4 years of my career avoiding just sitting with Bryce to get his advice and I regret it daily! Not only had he helped me with my financial portfolio, I can call with any purchase/investment thought I have and he’s always there to help. I highly recommend Bryce as well as Masonboro Advisors!”
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3709 Oleander Dr, Wilmington NC 28403
“I'm new to the area, needed a new bank account, I was greeted at the door by a gentleman named Dominic, he helped me to open new accounts, explained every service available to me, answered all my questions about how to get my funds wired from my old account in NY, even helped me to download and set up the app on my phone! I had to return the next day for some additional questions and was helped by another outstanding employee by the name of Heather, she was terrific, this bank gives great customer service, they're patient and kind, i would recommend this establishment to anyone who's looking for a trustworthy bank!”
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1213 Culbreth Dr #124, Wilmington NC 28405
“I wanted to establish a relationship with a financial planning firm and met with Douglas Schaefer for a complimentary retirement planning consult. I was impressed with the way he listened and understood my situation. He was thorough and helped me based on how I live and what I hope for in the future. He provided a comprehensive report and pointed out some actions I can take to protect myself now, and realize my goals later. Great meeting!”
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6752 Parker Farm Dr #300, Wilmington NC 28405
“I have worked with Flat Flippen at this office for several years as he helped my mother with her investments. He always treated her with respect and courtesy making sure she handled her investments carefully to last her through her golden years. If looking for someone to help with your retirement funds Walt is your guy.”
