Modera Wealth Management

Closed

(4)

Call

Website

Photos

6 Wall St

Asheville, NC 28801

+1 (828) 255-0271

https://moderawealth.com

Modera Wealth Management (previously Parsec Financial) is a fee-only wealth management firm in Asheville, North Carolina. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis and risk protection. As a fiduciary, Modera is legally bound to act in your best interest. We provide you with the objective advice and ongoing care and attention you need to feel confident in your financial future.

Also at this address

Parsec Financial

Reviews

3.04 reviews

Cat C.

1/16/2020

My husband and I have been clients of Parsec Wealth Management since 1990. We have been extremely pleased and have benefited tremendously from the financial advice from the staff at Parsec. Not...

Read more on Yelp

Dian M.

8/31/2019

After YEARS of doing our taxes, they decided to drop us as a client because they only want to work with "wealth management clients". Unless you have them invest your money, they want nothing to do...

Read more on Yelp

Mark W.

1/31/2019

The green grass was beautiful and had a slight tint to it that allowed me to fully see all of the colors. After treating me with much respect, the valet allowed me to continue walking on it even...

Read more on Yelp

Dan H.

6/12/2018

I was a Parsec client. After I shattered my right leg and underwent almost two years of physical therapy, I did not follow Parsec actions very closely during this time. When I was better, I...

Read more on Yelp

Own this business?

See a problem?

Services, nec, nec, Financial management for business, Financial consultant

Wells Financial Management

Wells Financial Management is a reputable health insurance company located in the scenic city of Asheville NC. Known for its personalized service and commitment to client satisfaction the company offers a range of health insurance plans tailored to meet the diverse needs of individuals and families. With a focus on transparency and support Wells Financial Management strives to empower clients in making informed healthcare decisions. Generated from this place's information

Services, nec, nec, Financial consultant, Fencing

Duke Ingram Financial Services

SpecialtiesWe are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals, families, and corporations. Feel free to contact us if you have any questions about our firm or the range of financial products and services we provide.