Wealth Management
Banyan Rock & Talent
- Contact:Brant Spesshardt
- Address:3356 Six Forks Rd, Raleigh, NC 27609
- Phone Number: 919-TAX-FREE
- Discount Offer: Free Household Financial Anaylysis (covering basics for Retirement Needs, College Expense, Life Insurance Needs, Long Term Disability Needs, Long Term Care Needs, and Review of Asset Allocation) Brant E. Spesshardt, Financial Advisor, Banyan Rock & Talent www.brantspesshardt.com
- Discount Restrictions: Will only cover basic financial needs analysis as described above for no cost.
Farm Bureau Insurance-Faulkner Agency
- Location: 907 Old Knight Road, Knightdale, NC 27545
- Phone number: 919-261-9253
- Fax number: 919-261-0269
- Email address: todd.faulkner@ncfbins.com
Discount package offer:
- * No cost full insurance analysis by appointment with an insurance professional. This includes all insurance coverages, from automobile, to homeowners and life insurance.
Steve Gaito CFP
North Carolina's Trusted Retirement Manager
- Contact: Steve Gaito
- Mailing Address: 8210 Creedmoor Rd. Suite 203, Raleigh, NC 27613
- Phone Number: (919) 341-0277
- Email Address: steve.gaito@lpl.com
- Website: www.stevegaitocfp.com
- Hourly Financial Planning as well as Comprehensive Financial Planning
- 20% Discount on planning services
Free Initial Consultation
Securities, Asset Management, and Financial Planning
Offered Through LPL Financial Member FINRA/SIPC
Travelers Auto and Home Insurance Company, offers several plans at a 5% discount to NC State Employees.
What is Available? Eligible NC State employees have access to auto, home, and renter's insurance at reasonable rates, through Travelers' Auto and Home Insurance Company. Premiums are conveniently payroll-deducted!
Who's Eligible? Eligibility is limited to employees that are benefit eligible, so you must be a permanent employee working 20 hours per week and a minimum contract period of 9 months per year.
Where Can I Obtain More Information? A representative from Providence Insurance Agency, Inc. is on campus every Wednesday to meet with employees. The agent will meet on a one-on-one basis with interested employees to discuss insurance plan options and facilitate the enrollment process.
Here's how to obtain more information:
* For rate quotes, visit the Travelers web site at: http://Travelers.com/ncstate
* To schedule an on-campus meeting, contact the University Benefits Office @ 919-515-2151
* For information and answers to specific questions, contact Providence Insurance Agency, Inc. at 919-847-4909
Fee Only Planning NC
Giving Clients a Clear, Experienced, and Unbiased
Second Opinion for Their Finances
Contact: Steve Gaito
Mailing Address: Raleigh, NC 27613
Phone: (919) 341-0277
E-mail: info@feeonlyplanningnc.com
Website: www.feeonlyplanningnc.com
Discount: 20% on all Financial Planning Services
Securities and Financial Planning offered through LPL Financial,
A Registered Investment Advisor. Member FINRA/SIPC
The LPL Financial Registered Representative associated with this listing may only discuss and/or transact
securities business with residents of the following states: NC
Liberty Mutual group
Business Contact: Craig Conley and Kyle Mitchell
Mailing Address: 3600 NW Cary Parkway Ste. 102 Cary, NC 27513
Phone Number: Craig-919.749.5352/ Kyle-919.455.0382
Discount Offer: N.C. State Alumni discount available on auto and homeowner's insurance! (Many other discounts available!) *$5 gift card for quote on auto, home, or life insurance!
Discount Restrictions: *No Purchase Necessary/One gift card per person
