Welcome to Parsec Financial!

We are thrilled to have you onboard as a client with us. At Parsec, our clients are our number one priority! Our mission is to guide you to financial security. Every day we strive to uphold this mission while providing you with a phenomenal experience along the way.
In the coming days we will open your accounts and invest your financial assets. You can expect an email or phone call from your client service representative to schedule an onboarding meeting.

In order to make your experience as seamless as possible, we have integrated electronic signature platforms into our onboarding process. Your client service team will use this onboarding meeting to open your accounts and show you the benefits of e-signature tools. Not only do these tools get your accounts opened quickly and smoothly, but they also allow us to use the utmost security techniques to help ensure your personal information is safeguarded.

Parsec is here to help you in any way we possibly can. Please always feel free to reach out to us with any questions or concerns you may have. All office contact information is located via the office locator module below, or you can feel free to email your financial advisor or client service representative at any time.

Thank you and we look forward to working with you!

Your Parsec Team

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.

Scroll to Top

Not a Client But want to receive updates?

Please sign up to join our mailing list and receive our latest news, thought leadership content and invitations to upcoming webinars.