Edward Jones - Financial Advisor: Kenneth E Burgess Jr

Cascade Financial Planning of Raymond James in Elizabeth City, NC offers personalized financial services and guidance to help clients pursue their financial goals with purpose and confidence. With expertise in business planning, retirement planning, investment solutions, and more, they provide unique solutions tailored to the needs of business owners, corporate executives, families, retirees, sudden wealth recipients, women investors, and healthcare professionals. Established in 1962, Raymond James has grown to become one of the largest and most well-respected independent financial services companies in the country, providing clients with a depth of resources and expertise to navigate through challenging market conditions and seize new opportunities for financial success.Generated from the website

Whichard Woolard and Mitchell Wealth Management is a highly experienced practice that specializes in working with business owners, including vacation rental management (VRM) owners. With over 170 years of combined experience, their team is dedicated to helping clients achieve their financial goals and create a lasting legacy for future generations. They offer a range of wealth management services and strive to deliver life-changing results for their clients. With three office locations in Eastern North Carolina, including Outer Banks, Elizabeth City, and Ahoskie, Whichard Woolard and Mitchell Wealth Management is proud to serve a diverse clientele. Their team of professionals is committed to building strong relationships with their clients and providing personalized strategies to help them reach their ideal investment future. Whether it's a portfolio review or consultation, they are ready to assist clients in developing effective financial strategies.Generated from the website

At United Bank, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. United Bank is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come.