Who We Serve - Parsec Financial | Registered Investment Advisor

Clients

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Meeting You Where You Need Us

We guide our clients to financial security. Every path is different depending on each client’s specific needs and pain points. The first step of our financial planning process is to understand the client. Understanding their values, motivations and goals provides a starting point for our journey and sets the stage for a long-term relationship built on trust and mutual respect.

Below are a few of the many types of clients we proudly work with:

Dentists oftentimes have a dual need for financial guidance, both personally and professionally.

Parsec takes its work with the medical community seriously and is honored to work with nearly 200 practicing and retired physicians throughout N.C. and across the country.

Socially Responsible Investors

Socially Responsible Investors

We have two financial advisors on staff who specialize in socially responsible investing and understand your socially conscious priorities in order to provide you with this customized SRI portfolio.

Many people are familiar with the basic benefits available to veterans, but did you know there are unique programs that could be beneficial tools in building a financial plan?

We are here to ensure that all aspects of a multi-generational family’s wealth are managed properly and strategically.

Whether you are already an experienced retiree or planning an upcoming retirement, having a solid retirement plan is a core part of feeling financially secure.

Those Going Through a Divorce

Those Going Through a Divorce

The divorce process is emotional, cumbersome and extensive. We know how stressful it can all be. But we are here to help you.

Widows/Widowers

Widows/Widowers

We are so sorry for your loss. Losing a loved one is emotional, stressful and exhausting. Let us guide you through the financial transitions that lie ahead for you. We will be here for you every step of the way.

Female Investors

Female Investors

Regardless of your age, marital status or family situation, everyone’s priorities are unique. Thus, we want to work with you to build a financial plan that makes sense for your life to set you on a path to achieve financial independence.

Small Business Owners

Small Business Owners

We have more than 35 years of experience working in local communities to help small business owners plan and prepare for their future.

We have lawyers, prior trust officers, and credentialed advisors on staff who can help hand-hold you through the process of serving as trustee. It’s a large responsibility and while it might feel daunting, we will help you.

Young Investors

Young Investors

Whether you are still finishing up college or an advanced degree or you are in the early years of your career, the earlier you start working on your money management the better off you will be in the long run.

Using Our 40+ Years of Excellence to Help You Thrive

Get in touch with a Parsec Financial representative at an office near you.

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

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

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