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 You Thrive

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 You Thrive

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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