We say Plan Now, Live Now for a reason. We believe your financial plan should inform your investment management, not the other way around. And, if you are planning today, you are actively living in the moment with intention.
GREENSBORO 301 N. Elm Street, Suite 301 Greensboro, NC 27401 P: 336-274-9403 F: 336-273-0217
DURHAM 3001 Academy Rd., Suite 110 Durham, NC 27707 P: 919-595-0619 F: 336-273-0217
Advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer & Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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