Posts by Roger A. James, Jr
How to Talk to Your Children About Your Estate
Talking with your children about disability and/or death can be...
Read MoreWhy You Should Review Estate Documents After a Move
There is already enough to think about when it comes...
Read MoreThe Who, What, When, Where, Why, and How of Trusteeship
What is the history, role and purpose of trusteeship? The...
Read MoreRecent Press
Parsec Financial Ranked #3 N.C. RIA by Financial Advisor (FA) Magazine
Parsec Financial is honored to be listed on Financial Advisor...
Read MoreParsec Financial Named to 2020 Financial Times’ Top 300 Registered Investment Advisers List
Parsec Financial is pleased to announce it has been named...
Read More2020 Parsec Prize Recipients Receive $200,000
On what should have been the last week of school...
Read MoreParsec Financial Named Top 10 Financial Advisors in Charlotte and Asheville, NC, by AdvisoryHQ
Parsec has been included in AdvisoryHQ's annual list since it...
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