Rachel Baldwin, Financial Advisor

FINANCIAL ADVISOR
Rachel M Baldwin

CEPA®, CRPC™
961 Burlington Ave Suite C, Gibsonville, NC 27249opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Portfolio Reviews
  • New Investors
  • Retirement Savings Strategies
  • Charitable Giving
  • Insurance & Annuities

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Community Outreach
  • Volunteering
  • Spending Time with Family
  • Walking
  • Pets

Team Members

  • Marie Bryan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(336) 446-1356

Fax

(855) 313-6154

Office Address

961 Burlington Ave Suite C
Gibsonville, NC 27249opens in a new window

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