Josh Sweeley, Financial Advisor located in Winterville, NC

Financial Advisor
Josh Sweeley

CFP®, AAMS®
701 W Firetower Road, Suite D, Winterville, NC 28590opens in a new window
Accepting New Clients
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Focus Areas

  • Values and Faith Based Investing
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Movies & Entertainment
  • Traveling
  • Motorcycles

Team Members

  • Sherry Fuson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(252) 375-8407

Fax

(833) 648-9592

Office Address

701 W Firetower Road
Suite D
Winterville, NC 28590opens in a new window

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