Getting the right financial advice can be tricky. With technology at our fingertips, you can find it on any website, social app or even the guy sitting next to you at a ballgame. While all of that may be great advice for someone, is it the right advice for you?
As a financial advisor with 15 years of experience, I understand just how personal the process can be. For this reason, my practice is focused on listen first, advise last. There is no one size fits all solution. I will partner with you to gain a deeper understanding of where you are today and what you envision for yourself and your loved ones for years to come. Together, we will implement a personalized strategy tailored specifically to help you meet your individual goals and stay on track.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, I will be here to help you every step of the way.
In addition, I welcome the opportunity to partner with your accountant, attorney and other professionals to create a comprehensive strategy that leverages everyone's expertise.
I obtained my bachelor's degree in finances from UNC-Wilmington in 2005. I am a North Carolina native and currently live in Angier, NC with my two crazy teenagers who never miss an opportunity to keep me on my toes. Outside of work, I play on a co-ed soccer team and enjoy just about anything outdoors, from yard work to sky diving. I am also an active member of my local chamber and enjoy volunteering for various local charities and non-profits.
I am dedicated to giving you the highest level of personalized service. If you have any question about your financial future, feel free to call or email my office today. We will be more than happy to make sure you are on the right track.
- Wealth Strategies
- Divorce Finances
- Retirement Income Strategies
- College Savings
- Business Retirement Plans
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Community Outreach
- Active Lifestyle
Phone NumberHaley L Plumley at (919) 552-4237
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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