Exceeding Our Clients' Goals

We work closely with clients to create their plan, guide them through important financial decisions and deliver high-quality service without ever forgetting the focus of our relationship: our clients’ financial future.

Premier Wealth Management
Wealth management clients for whom we manage more than $4 million are part of our augmented offering called premier wealth.
Wealth Management
Whether you are in growth mode of accumulating wealth or sustaining the wealth you have earned, Parsec Financial is your family’s CFO and we report to you.
Emerging Wealth Management
Balancing careers, paying off student debt, saving for your kids’ college and affording that forever home are just a few of the challenges you face when accumulating wealth.
Tax Services
We integrate our tax services with your wealth management and financial plan to provide solutions that help minimize the taxes you owe.
Trust Services
Trusts can play an important role in your overall financial plan, and you should feel confident that your trust is executed how you envisioned it.
Business Retirement Services
A retirement plan is the cornerstone of most employer benefits packages. Therefore, you should have the tools to recruit, reward and retain qualified employees.
Socially Responsible Investing
Align your money and environmental priorities with socially responsible investing.

Using Our 40 Years of Excellence to Help Define Your Path Forward

Get in touch with a Parsec Financial representative at an office near you.

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