Brandon Norwood | Oak City Financial LLC | Franklinton, NC

Total Hires: 1 time
Service Area: Franklinton, NC
Team Size: 1 employee
Business Duration: 5 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Check
Credit Card
Stripe
Venmo
Zelle

Services Offered

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Non-profit

Business size

Small (fewer than 10 employees)
Medium (10-50 employees)
Large (more than 50 employees)

Business stage

Startup (less than 2 years)
Mid-stage (2-5 years)
Established (5 years and more)

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

I have extensive experience in financial planning, particularly in helping elder millennials navigate life’s financial complexities. My expertise includes comprehensive financial planning, investment strategies, tax planning, insurance protection reviews and guiding clients through significant life transitions such as marriage, parenthood, and career changes. My approach is personalized, ensuring that each client’s unique financial goals and challenges are addressed with tailored strategies to build a secure and prosperous future.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Brandon Norwood
- Completed on 8/22/2024

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