9AM - 5PM
14615 Hwy 17, Hampstead“I wanted to establish a relationship with a financial planning firm and met with Douglas Schaefer for a complimentary retirement planning consult. I was impressed with the way he listened and understood my situation. He was thorough and helped me based on how I live and what I hope for in the future. He provided a comprehensive report and pointed out some actions I can take to protect myself now, and realize my goals later. Great meeting!”
8:00 AM - 5:00 PM
6752 Parker Farm Dr # 300, Wilmington“I have worked with Flat Flippen at this office for several years as he helped my mother with her investments. He always treated her with respect and courtesy making sure she handled her investments carefully to last her through her golden years. If looking for someone to help with your retirement funds Walt is your guy.”
“My husband and I came in to handle several types of banking transactions and Judy helped us through it all. She was so patient, friendly, thorough and efficient with each aspect.”