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

The green grass was beautiful and had a slight tint to it that allowed me to fully see all of the…read morecolors. After treating me with much respect, the valet allowed me to continue walking on it even once I had been there a while. Parsec has truly changed the way I see things. Thank you Parsec... more than I can explain!

This is a fucked up business where they lose your hard earned money…read more STEER CLEAR! I made the mistake of letting them manage my retirement account and over the course of 10 years, it's almost depleted.

From the owner: Modera Wealth Management, LLC (Modera) is excited to announce that the Parsec Financial team is…read morejoining Modera. The transaction creates one of the largest independent wealth management firms on the East Coast, with over $10.5 billion of AUM and over 180 employees across 14 offices between Massachusetts and Florida. Both firms can trace their roots to the 1980s as they were founded as two of the first fiduciary, fee-only advisory firms in the United States. Modera provides fee-only, comprehensive wealth management for individuals, families, retirement plan sponsors and non-profit institutions. In addition to portfolio management, Modera provides clients with financial planning services, including retirement planning, estate planning, income tax planning and risk analysis.

Wesley is very knowledgeable and honest and communicates very well throughout the year on any tax…read morerelated issues.

From the owner: We specialize in Fee-Only Holistic Financial Planning & Investment Management services. As a…read morefiduciary, we are legally and ethically bound to put our client's needs ahead of our own.

Incompetent, arrogant and no one takes responsibility for anything. Merrill Edge sold my 83 y/o…read morefather an annuity for $84,000. He has had it now for 12 years in the greatest gains in the stock market and with frees and a yearly pay out of $5,000 they have reduced the amount to $78,000 for a 7% loss in boom market. Everyone says that it doesn't look right, but all investment come with risk and my father should have been aware of the risk and that he should have read the documents for the fund, 160 pages of legal gibberish to mask the facts. Multiple excuse, phone calls not answered, not returned, not familiar with the issues. This assumes you can get past the robot call system. Get your money out of Merrill Edge before it is gone.

Brandy was excellent and I would highly recommend her. She made herself available in a short amount…read moreof time, was very prompt and professional and made a complicated process very easy and less stressful for our family. Thank you, Brandy!

From the owner: Welcome to Blankenship Financial Group, your partner in securing a brighter tomorrow. Our…read morecomprehensive life insurance solutions and expert financial advisory services are tailored to safeguard your family's future. Explore personalized plans, smart investments strategies, and unparalleled guidance to achieve your financial goals confidently. Let us navigate the path to financial security together. We work with over 40 carriers including Mutual of Omaha, Great Western and Colonial Penn to ensure you get the best price possible. We can also help with Medicare Supplement and Long Term Care.

I want to thank Atkins & Associates for representing me in the business tax matters I had.They did…read morean extraordinary job handling the affairs. They were professional and also emotionally supportive in a professional manner. I Highly recommend them. They are respectful, helpful, informative and personable. Thanks for all your help.

The most caring and trustworthy financial adviser in the world.read more

We could not be more pleased with our decision to choose Thayer Financial as our financial advisor…read more We feel so comfortable with Deaton, Kelly, and Allison. They have been amazing to work with. Their expertise and approach is perfectly aligned to our style. Using state of the art software blended with the team's expertise, we have designed a financial plan to meet our needs. We are just grateful Thayer Financial was suggested to us by friends. It was the best decision we could have made for our future.

From the owner: Thayer Financial, a Registered Investment Adviser in Hickory, NC, provides comprehensive financial…read moreplanning and wealth management services, including specialized family office services for high-net-worth clients. As an independent firm, we offer unbiased advice and personalized solutions tailored to your unique needs. Our services encompass financial planning, investment management, tax planning strategies, and comprehensive family office solutions to manage your complex financial affairs. Our fee-only structure ensures we are compensated solely by our clients, eliminating conflicts of interest and allowing us to prioritize your financial well-being above all else.