Parsec Financial is pleased to be recognized in a list of the top 100 RIA firms, according to Forbes. Parsec was ranked 77th, including the 1st and only firm in North Carolina.
Parsec Financial is proud to announce that Charlotte-based Financial Advisor Bradley Burk has received his Certified Financial Planner™ certification.
The areas of trust planning and trust creation are vast and limited only by the imagination of the trust-makers, their attorney and the law. Trusts can be written and created to include a wide variety of features and accomplish many goals. So, while there may be a general form to certain commonly used trusts, no two trusts are ever the same. Somewhat like fingerprints, trusts are unique to each individual.
No two people are alike, and no two families are alike. More and more often, families are being created and shaped in nontraditional ways and continue to change the way we think of families, such as single-parent families, blended families, same-sex households and children as caregivers for aging parents. In a way, nontraditional families are more the norm than the exception.
Parsec Financial is honored to be listed again on Financial Advisor (FA) Magazine’s 2022 RIA ranking. Of the 534 firms included, Parsec ranked #128, including #2 of the 7 N.C. firms represented.
Charlotte Business Journal featured Parsec Financial in both of its 2022 lists of largest Charlotte-area wealth management firms and financial planning firms.
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