No matter what your financial goals- building wealth or saving for college tuition, North State Financial Services will be there to help you reach those goals. We will design and tailor an investment plan based on your unique needs,
with a personal touch.
Some products and services we offer:
- Stocks and bonds
- Mutual Funds
- Business Retirement Plans- 401(K), Profit Sharing, SEPs, SIMPLE
- IRAs/Roth
- Porfolio Review
- 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.
To get started on your own investment program, please call Chip Finley, director of wealth management services, at 919.719.4485, or email him at cfinley@northstatebank.com.
Securities and Insurance Products
|
Not Insured by FDIC or any Federal Government Agency |
May Lose Value
May Involve Risk to Principal |
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
Not affiliated with North State Bank, their divisions, affiliates or subsidiaries. |
