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Charlotte Partner Greg James recently joined WCNC’s Charlotte Today to discuss four financial strategies for retirees or near-retirees amidst the pandemic. Watch the replay.
Director of Investment Management Sarah DerGarabedian was recently featured on CNBC’s Halftime Report where she discussed our investment strategy. Watch the replay:
Parsec Financial is proud to announce that Larry Harris was recently appointed to serve as mayor of Black Mountain, NC, until 2022. This announcement came after its current mayor Don Collins chose to retire earlier this month.
Parsec Financial is honored to be listed on Financial Advisor (FA) magazine’s 2020 RIA ranking. Of the 551 firms included, Parsec ranked #131, including #3 of the 13 N.C. firms represented.
Parsec Financial is pleased to announce it has been named to the 2020 edition of the Financial Times’ 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
Read our recent feature in Charlotte Parent about Parsec Prize winner Read Charlotte’s reading checkup initiative and what Partner Michael Ziemer does with his young family to prioritize literacy.
Southern Pines Financial Advisor Scott Kittrell recently wrote a column for The Pilot on 10 similarities in golfing and financial planning.
Parsec Financial is proud to announce that Daniel Johnson earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 4-day executive MBA-style program.
Parsec Financial is proud to announce that Asheville-based Financial Advisor Ashley Gragtmans has received her Chartered SRI Counselor certification.
On what should have been the last week of school for Buncombe County schoolchildren, we are thrilled to announce the 15 educational and literacy non-profits across our state that will
Sr. Financial Advisor Neal Nolan was recently featured in The Street’s article on what to do if your employer stops matching your 401(k) contribution.
Financial Advisor Aaron Combs was recently featured in Charlotte Magazine with his five savings tips amidst the pandemic for those dreaming of—and planning for—better days.
Financial Advisor Ashley Gragtmans was recently featured in Bloomberg Businessweek’s emergency financial planning guide.
Charlotte Business Journal featured Parsec Financial in both of its 2020 lists of largest Charlotte-area wealth management firms and financial planning firms.
Parsec Financial is proud to announce that Southern Pines-based Financial Advisor Scott Kittrell has received his CERTIFIED FINANCIAL PLANNER™ certification.
Let’s start with the facts: Women in the U.S. live on average five years longer than men, according to the World Bank. Moreover, according to the American Psychological Association, about 40% to 50% of married couples in the U.S. eventually divorce. And, according to a 2019 analysis by the Pew Research Center, U.S. has the world’s highest rate of children living in single parent households at 23%.
All of this goes to show that personal financial planning and investing should be — and often already are — priorities for women and men alike.
A business starts with a skill, a dream, and a whole lot of hard work and sacrifice. Add some luck (some might say) and it flourishes, supporting the families of its owners and employees while making a difference in the lives of its clients, customers, and community. Thus, selling that business can be hard.
“Most business owners have no idea how emotionally fraught the process can be,” says Greg James, CFP®, a partner at Parsec Financial. “Clients approach us with a wide range of feelings, from excitement to fear and reluctance, but they all want to know what their business might be worth and if they’ll be able to retire comfortably after the sale. Understandably, it’s difficult for a business owner to look at the value of his or her company through an objective lens. That’s where we come in.”
Parsec has been included in AdvisoryHQ’s annual list since it was first published in 2016.
The move reinforces Parsec’s ongoing dedication to providing a personalized wealth management approach for its clients.
Sr. Financial Advisor Neal Nolan was recently featured in FA Magazine on shifting 401(k) withdrawal rules.
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