Our wealth management advisors can assist individual or business customers with financial planning and investment services.
Some services we offer:
- Stocks
- Mutual Funds
- Bonds
- Variable & Fixed Annuities
- Life Insurance
- Health Insurance
- Long-term Care Insurance
Come in and speak with one of our wealth management advisors to review your financial plan, receive suggestions on how to improve the overall performance of your portfolio, or simply to discuss possible investments.
For more information or to set up an initial appointment to discuss your financial future, please email us at
cfinley@northstatebank.com or give us a call at (919) 719-4485.
Securities and Insurance Products
|
Not Insured by FDIC or any Federal Government Agency |
May Lose Value |
Not a Deposit of or Guaranteed by a Bank or any Bank affiliate |
Securities offered through Capital Investment Group, Inc.
Raleigh, NC Member FINRA/SIPC |
