Pate & Smith Investment Group - Goldsboro, North Carolina

Pate & Smith Investment Group: A Comprehensive Overview

Pate & Smith Investment Group is a financial advisor firm located in Goldsboro, North Carolina. Situated at 311 E Walnut St, Goldsboro, NC 27530, the firm offers personalized financial guidance to individuals and potentially families seeking to optimize their financial futures. Their commitment appears to be built on a foundation of establishing strong client relationships, as evidenced by anecdotes suggesting a more personal approach, potentially leveraging existing community connections. The firm’s telephone number is 97345835, and their website, pateandsmithgroup.com, provides further details about their services and team.

Location and Accessibility

The firm’s physical address at 311 E Walnut St places them within the heart of Goldsboro. Notably, the location boasts wheelchair accessible entrance and wheelchair accessible parking lot facilities, demonstrating a commitment to inclusivity and accessibility for all clients. This dedication to accessibility is a positive indicator of their client-focused approach.

Services Offered

While the specific range of services offered by Pate & Smith Investment Group isn’t detailed on their website, their designation as a financial advisor suggests a broad scope of expertise. Typically, this includes assistance with retirement planning, investment management, financial planning, and potentially estate planning. The firm’s focus seems to be on providing tailored solutions based on individual client needs and goals. A key element of their approach, as suggested by client feedback, is a willingness to engage in private meetings to discuss complex topics, such as Medicare coverage, in a more detailed and understandable manner. This personalized attention speaks to a desire to truly understand each client’s circumstances.

Client Experiences and Reputation

Based on available information, Pate & Smith Investment Group seems to foster a client base that values personal connections. One user reported a positive experience stemming from a connection with Mr. Eugene Smith, a local figure with ties to the community, and his wife, Bruce Ann Smith, a former educator. This suggests a localized approach to business development, potentially building trust through familiarity and community relationships. The firm’s Google My Business profile indicates that they have received two reviews, reflecting a nascent but potentially growing reputation. The average opinion, at 4/5, suggests generally positive feedback, though further investigation into the specific comments would provide a more nuanced understanding of client satisfaction. The willingness to offer private meetings to explain complex topics like Medicare further underlines their dedication to client education and support.

Key Features and Considerations

• Personalized Financial Advice: The firm prioritizes individualized strategies, moving beyond generic recommendations.
• Community Focus: Connections within the local community, exemplified by Mr. Smith's involvement, appear to be a valuable asset.
• Accessibility: The firm’s commitment to accessibility through wheelchair-friendly facilities demonstrates a genuine care for client comfort and inclusion.
• Medicare Expertise: Anecdotal evidence suggests proficiency in explaining Medicare options and associated policies, a crucial service for retirees.
• Potential Retirement Planning: While not explicitly stated, the possibility of managing retirement funds indicates a broader financial planning capability.

It’s important to note that the information currently available is somewhat limited. A deeper dive into client testimonials and a more detailed outline of their service offerings would provide a more complete picture. However, the existing data paints a picture of a firm that values client relationships, accessibility, and a willingness to provide tailored financial guidance, particularly in areas like Medicare planning. Further research into their specific investment strategies and fee structure is recommended before engaging their services. The firm's dedication to private meetings and thorough explanations suggests a strong emphasis on client understanding and informed decision-making.

Contact Information:

• Address: 311 E Walnut St, Goldsboro, NC 27530
• Phone: 97345835
• Website: pateandsmithgroup.com

👍 Reviews of Pate & Smith Investment Group

Cathy P.

4/5

I missed the conference at Wayne Community & they called to see if I wanted a private meeting with them. They explained some things about medicare I didn't understand. Mr Eugene Smith is from Seven Springs and I used to go to his church. His wife was Bruce Ann Smith, a retired school teacher. He explained I didn't need a Supplemental policy for Medicare because I am a state employee. Anyway I may decide later on to let them manage a retirement fund I have. Still thinking on my options though.

Tony D.

4/5