Woodard & Company Asset Management Group

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117 Kinderton Blvd
Advance, NC 27006

Woodard & Company Asset Management Group, based in Advance, NC, offers a range of investment services for both institutional and individual clients. With a focus on quality and diversification, they emphasize the importance of strategic investment strategies tailored to meet their clients' financial goals.

Partnered with Fidelity Investments for clearing and custody services, Woodard & Company Asset Management Group operates independently while leveraging the resources of a trusted industry provider. Their experienced team and commitment to community involvement reflect their dedication to providing comprehensive and personalized financial solutions.

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5.01 reviews
Dwayne S.
6/11/2025

The very best in the buisness! Steve and Larry Hungerford have been lfe long friends since I was 15 . They have always taken special care of my money and have grown it 100 fold the last 32 years....

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