Investments
Proper investment planning is based on two things:
- An individual’s goals
- 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.
We serve the following areas:
Wilmington N.C., Carolina Beach, Kure Beach, Fort Fisher, Porters Neck, Hampstead, Scotts Hill, Wrightsville Beach
Landfall N.C., New Hanover County, Pender County, Topsail Beach N.C., Surf City N.C., North Topsail N.C., Holly Ridge N.C.
QuickBooks Certified
Contact Information
Phone: (910) 686-1155
Email: Accountingbyjerry@ec.rr.com
Address: 6740 Rock Spring Road, Suite 200 Wilmington, NC 28405
Business Hours:
- Mon - Fri
- -
- Sat - Sun
- Closed
Tuesday and Thursday Evening:
Until 8 p.m. (by appointment only)
QuickBooks Certified