I have lived in or around Wilmington the majority of my life. I am a NC State alumnus and love my Wolfpack! The youngest of five siblings, my family is extremely close to me, I enjoy spending time with my nephew and three nieces.
I believe folks in Wilmington and others spotted throughout the country appreciate working with me simply because of my integrity. I tell the majority of my clients in our first appointment, "There are numerous firms and offices to get advice, you've got to find the place and the people you can trust." If I am fortunate enough to receive your business, I work towards establishing and maintaining that trust in every conversation. It is the single most important principle in my practice and the reason we are still in business today.
If you are new to Wilmington, a longtime local or located outside of Wilmington and comfortable meeting via web conference, I would love the opportunity to learn what is important to you. Call/email the branch today for a free consultation!
Thank you,
Jared Bumgardner, AAMS®
Focus areas
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
My Personal Interests
- Traveling
- Golfing
- Reading
- Running
- Sports Enthusiast
Office Information
Phone Number
Jared M Bumgardner at (910) 794-7931Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
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