Financial Center - Rockingham, North Carolina

Financial Center – A Dedicated Financial Planning Service

For individuals and families seeking expert guidance in navigating their financial landscape, the Financial Center located at 1220 Rockingham Rd # E, Rockingham, NC 28379, presents a valuable resource. Accessible via telephone at 08179687, this establishment specializes in providing comprehensive financial planning services. The center’s commitment to client well-being is evident in its accessibility features, including a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom, ensuring inclusivity for all visitors. Furthermore, readily available restrooms contribute to a more comfortable experience. Currently, the Financial Center boasts 10 reviews on Google My Business, reflecting a customer base with an average opinion of 4.6/5, indicating a generally positive perception of their services.

Specialties and Services

The core specialty of this Financial Center revolves around financial planning. This encompasses a broad range of services designed to help clients achieve their financial goals, which may include retirement planning, investment management, education funding, estate planning, and tax optimization. The team likely employs a holistic approach, considering individual circumstances, risk tolerance, and long-term objectives to develop tailored strategies. While specific methodologies employed aren't publicly detailed, the focus is consistently on providing personalized advice and support. The services offered aim to create a secure and prosperous future for their clients.

Location and Accessibility

Situated in Rockingham, North Carolina, the Financial Center’s physical location at 1220 Rockingham Rd # E is strategically positioned for convenient access. The surrounding area offers a mix of residential and commercial properties, making it easily reachable for many residents. The emphasis on accessibility—demonstrated by the wheelchair-friendly facilities—underscores the center’s dedication to serving a diverse clientele. The combination of location and accessibility undoubtedly contributes to a positive experience for those seeking professional financial assistance.

Observations & Potential Considerations

It’s important to note that recent feedback, while generally positive, suggests areas for potential improvement. Specifically, some clients have reported experiencing difficulties in communicating with a particular staff member, citing issues with responsiveness and professionalism on the phone. While other staff members are consistently described as helpful, the negative feedback highlights the need for enhanced customer service training across the board. The emphasis on face-to-face interactions and proactive communication appears to mitigate some of these concerns, suggesting that direct engagement offers a more positive experience. The center likely employs a team of financial advisors, each potentially specializing in different areas of financial planning.

Key Features Summarized

• Location: 1220 Rockingham Rd # E, Rockingham, NC 28379
• Phone: 08179687
• Specialty: Financial Planning
• Accessibility: Wheelchair accessible entrance, parking lot, and restroom
• Reviews: 10 reviews on Google My Business (Average: 4.6/5)

The Financial Center strives to be a trusted partner in its clients' financial journeys. By combining expert advice with a commitment to accessibility and a focus on individual needs, it endeavors to provide a supportive and effective service. The available resources and facilities demonstrate a dedication to meeting the diverse requirements of the community it serves. Further investigation into the specific financial planning strategies employed and the qualifications of the advisors would provide a more comprehensive understanding of the center's capabilities. The team’s experience and approach are crucial factors for prospective clients considering engaging their services.

Contacting the Center: Individuals interested in learning more about the Financial Center’s services and scheduling a consultation are encouraged to contact them directly via phone at 08179687 or to visit their location at 1220 Rockingham Rd # E, Rockingham, NC 28379. The website, although currently unavailable, would likely offer additional details about the services provided and the team’s expertise.

Further Research: To gain a deeper understanding of the Financial Center, exploring online resources and client testimonials (where available) could be beneficial. Checking with the North Carolina Department of Financial Institutions for licensing information and regulatory compliance would also provide assurance regarding the center’s legitimacy and adherence to industry standards.

Overall Recommendation: The Financial Center presents itself as a viable option for individuals seeking professional financial planning services. While some areas for improvement regarding customer service communication have been noted, the center's commitment to accessibility and positive overall reviews suggest a worthwhile consideration. Prospective clients are encouraged to conduct thorough research and schedule a consultation to determine if the center's services align with their specific financial needs and goals.

👍 Reviews of Financial Center

Tikara T.

3/5

Miss Pam whom works in this facility is not friendly , she always has something smart to say and she will hang up on you. She is always rude over the phone but never when you are with her face to face or she will send you to her husband. She needs to learn how to deal with the public. All other staff members are fine and very helpful.

Chad W.

5/5

My wife got a speeding ticket and didn't hire a lawyer like I told her to, thus resulting in an assured rate increase. I went to Gary, Joey, Pam, and Louise and told them my predicament and Gary went to work finding an option to keep my rates from getting out of control. He was able to re-write my policy LOWERING my rate following a ticket. These folks are good at what they do!

Rolando R.

5/5

Came down looking for a truck head. Absolutely no idea what I was doing Christian came out of the building into the parking lot. Helped me find exactly what I needed. Super friendly super fast made it hassle free I will definitely be coming back

Patricia W.

3/5

If your not going to be a walk-in, don't bother, however they are good at finding low-rates. I have been out-of-town and could only access via phone: This has been my agent for years and when I really needed information about my renewal policy when I switched cars they kept asking for my number to call me back and they never did. Every time I'd call back, it seemed like it was my first time calling them. I had to constantly re-tell my situation, and when I was finished they'd ask what my number was "like they haven't written it down in my file" and said they'd call me back. Long story short. I called my insurance company directly and renewed my policy with my new car and made a payment within 8mins so I didn't have an insurance lapse. (rushing me off the phone to assist their walk-ins is not appreciated)

Brian G.

5/5

They are good, they tell you how to save money on your insurance

Christina M.

5/5

Raheim I.

5/5

Taurus T.

5/5