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Proper investment planning is based on two things:

  1. An individual’s goals 
  2. An individual’s personal choices

For example, a 30-year-old male may have a goal of financial security by the age of 50. Planning for this individual would be approached completely different than a 65-year-old male with the goal of planning of a supplemental income to his existing retirement. Both individuals need a detailed map to help them reach very common destinations. With our network of qualified professional colleagues we can help you reach this destination.

Our Location

Accounting By Jerry
6740 Rock Spring Rd Ste. 200
Wilmington, NC 28405
Phone: 910-686-1155

Business Hours
Monday – Friday: 

9 a.m. – 5 p.m.
Tuesday and Thursday Evening:
6 p.m. - 8 p.m. (by appointment only)

Utility Payments
Monday - Friday:

9 a.m. - 4:45 p.m.

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