Our Services

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

Wealth management clients for whom we manage more than $4 million are part of our augmented offering called premier wealth.

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Tax Services

We integrate our tax services with your wealth management and financial plan to provide solutions that help minimize the taxes you owe.

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Wealth Management

Clients with between $500,000 and $4 million receive Parsec's wealth management service, which is a combination of financial planning and investment management.

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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.

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Emerging Wealth

Clients with less than $500,000 utilize our tailored program as they are accumulating wealth to help budget and save for the future while paying off existing debt.

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Business Retirement Services

A retirement plan is the cornerstone of most employer benefit packages. Therefore, you should have the tools to recruit, reward and retain qualified employees.

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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.

Our Services

Exceeding Our Clients' Goals

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

We enable people to thrive by helping them attain and maintain meaningful financial security.

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Expertise

Philanthropy

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We enable people to thrive by helping them attain and maintain meaningful financial security.

Learn

Expertise

Philanthropy

Education

Connect

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