Troy Puchalski, Financial Advisor located in Pinehurst, NC

Financial Advisor
Troy Puchalski

CFP®, CEPA®
293 Olmsted Blvd Ste 6, Pinehurst, NC 28374opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Navigating Loss of Spouse
  • Hospitality Professionals
  • Healthcare Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Cooking
  • Reading
  • Antiquing
  • Basketball

Team Members

  • Claire Henson
    Sr. Branch Office Administrator
  • Sue Julian
    Sr. Branch Office Administrator
    FPQP®

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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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(910) 295-0307

Fax

(855) 295-8674

Office Address

293 Olmsted Blvd Ste 6
Pinehurst, NC 28374opens in a new window

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