LPL Financial and Acera Wealth Management - Greenville, North Carolina

Address: 127 Oakmont Dr, Greenville, NC 27858.
Phone: 2525658911.
Website: awmadvisor.com
Specialties: Financial planner, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of LPL Financial and Acera Wealth Management

LPL Financial and Acera Wealth Management 127 Oakmont Dr, Greenville, NC 27858

☎️2525658911

LPL Financial and Acera Wealth Management are reputable financial institutions located at 127 Oakmont Dr, Greenville, NC 27858. The companies can be reached by phone at 2525658911 and through their website awmadvisor.com.

Specializing in financial planning and stock brokerage, these institutions offer a range of services for their clientele. They take pride in providing a wheelchair accessible entrance, parking lot, and restroom. Appointments are recommended but not always necessary.

With two reviews on Google My Business, the companies boast an impressive average rating of 5/5. Clients have praised the expertise and professionalism of their advisors, such as Mr. Grant, who provide valuable guidance and strategies for investing and retirement planning.

👍 Reviews of LPL Financial and Acera Wealth Management

LPL Financial and Acera Wealth Management - Greenville, North Carolina

Kaflorah

5/5

I needed consulting on my current financial plans for my retirement. Mr. Grant was extremely professional helping me move forward not only with solid advice strategies, but as a better investor all together.

Olympian S. L.

5/5

Mr. Grant in the Greenville Office was extremely helpful in helping me with my investing account and retirement planning. I reached out to him on Tuesday and he immediately got back to me with a time and location. I was amazed with his service and expertise in breaking down each topic so I could understand.