Where past excellence
guides today’s planning
and tomorrow’s vision.
Where past excellence guides today’s planning and tomorrow’s vision.
At Parsec Financial, we recognize that priorities around money are different for everyone. And those priorities are shifting towards a higher purpose about what money can do. We develop each client’s path individually, making wealth management more meaningful.
For today and tomorrow.
What We Do:
Parsec Financial has a simple defining mission: We help guide clients to financial security. To do this we work with clients to create financial goals, create an investment strategy in accordance with those goals and maintain this focus through long-term investment management.
News & Insights
A donor advised fund (DAF) is a charitable savings account, a type of charitable vehicle opened with a public charity, often a community foundation
With U.S. government debt at record levels and a large tax cut recently announced while
When you see trading activity in your account, it generally falls into three main categories: raising or investing cash, rebalancing, and block trading.
After the yield on the 10-year U.S. Treasury Bond – a widely used economic bell weather – bottomed in July 2016, interest