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Duke Energy Employees

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​If you're one of the Duke Energy employees who needs assistance with 401K Options, you may want to utilize a financial advisor in Denver NC from our company. Here, we are always happy to take on new clients and assist with your financial needs so that you'll be comfortable when you retire. We handle each step of the process, which aids in helping you plan for retirement or any other aspects related to your financial future.

We Take Pride in Assisting Duke Energy Employees

When you require sound financial advice from a financial advisor in Denver, it's important to utilize a company that has highly trained individuals with experience. You'll find this aspect at our company as we take pride in assisting Duke energy employees with their finances. Whether you're looking at your 401K, or have the need to focus on another aspect of your finances, you'll be in good hands when you work with us. We like to be proactive and provide strategies and ideas that will help make a difference in your financial success.

​Simplifying Your Financial Options

We have found that it can help reduce financial stress and create a lighter load when you simplify all of your financial options and hone in on short-term and long-term financial goals. We are here to assist you so that you avoid making mistakes that end up costing you thousands of dollars in the future. We won't give you a quick sales pitch and call it good, we know you must be prepared for the short-term and long-term when it comes to your finances.

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Knowledge and Expertise

Concepts such as risk weighting, standard deviations and P/E ratios can be confusing if you don't work with them every day. Our advisors can assist with this and discuss the options that you can take to help reduce unnecessary risk and focus on your long-term financial goals. Whether it's assisting with retirement planning in Denver, creating a fund that can help send your children to college or deciding on a life insurance policy that can be used to protect your family when you pass away.

Taking a Comprehensive View

The assets contained in your financial portfolio may offset one another in the short-term and the future. It helps to have all of them on the same page and take a comprehensive view of them so that you're making all of the proper choices for your unique requirements.

When you need assistance with another aspect of your finances, be sure to contact us. We enjoyed helping Duke energy employees meet their financial goals.
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​*Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. (if pop‐up window) You are leaving the Web site maintained by Raymond James. The following Web site is being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor the following Web site or its respective sponsors. Raymond James is not responsible for the content of the Web site or the collection or use of information regarding the Web site's users and/or members.

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2326N NC-16 Business
Denver, NC 28037
704-483-8500

  • Home
  • Services
    • 401K Options
    • Retirement Planning
    • College Planning
    • Estate Planning
    • Life Insurance
  • Contact Info
    • Contact
    • Directions
  • Videos
  • Team