John Ausley-Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kimberly Loftin is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Smithfield, NC make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Wallace Advisors is a fee-only Registered Investment Advisory firm based in Smithfield, NC, founded in 1997. With over eight years of experience, the firm is dedicated to providing investment advice and recommendations that prioritize the best interests of its clients. Specializing in tactical asset management and tax-efficient investment strategies, Wallace Advisors aims to help clients achieve their financial goals while minimizing risks. The firm emphasizes a disciplined approach to investment planning, particularly for those concerned about retirement income distribution and long-term financial stability. Generated from the website

Thrivent Financial, operating in Kenly, NC, offers a range of financial planning services including budgeting, saving, retirement planning, and investing. Their approach centers on understanding clients' goals and values to create personalized financial plans that align with their individual aspirations. Committed to community engagement, Thrivent empowers clients to give back and make a difference through volunteering and charitable donations. With a focus on ongoing support, their financial advisors work with clients to adapt and track progress as life circumstances change. Generated from the website