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Finance Advising reviews in Winterville

  • A
    CYA Financial, LTD
    I'm a professional and I love to invest my money, so one thing that I was doing is buying mutual funds, exchange traded funds, and some stocks, I had made about 16% in 2012, doing it on my own which I was very satisfied with and proud of. What I didn't realize was my net (after fees and taxes) return versus the amount of time and worry I had getting there. I met with my accountant in January and my taxes were significantly higher than the year before. I got so sick of writing higher and higher checks the better I do. I knew James from a few years back and remembered that he was a financial guy, so I took him to lunch wanting to get some free information. Needless to say it worked because I am writing this review. and I want to report that my after James' fee and Uncle Sam's fee... my return from Februrary 4, 2013 to Februrary 3, 2014 was 16.5%! I didn't have to do anything, nor did I have to worry for one minute. I really felt like a burden had been lifted! I have to say that James is great guy, I trust him, he can come off as blunt but he told me what I needed to know, which I like. I've recommended him to several of my best friends. I can't wait to see what my return will be this year!
    - David D.
  • A
    Inwright Financial Services
    I started working with Mr. Inwright when I was employed at my local hospital.  He helped me manage my retirement account and later has helped me manage all of my investments and retirement savings.
    - Dorothy B.
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Financial Advisors in Winterville

Companies below are listed in alphabetical order.

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