Jonathan P. Grocott - Wealth Preservation Associates - Southport, North Carolina
Address: 4330 Southport-Supply Rd SE STE 203, Southport, NC 28461, United States.
Phone: 9104776102.
Website: wealthpreservationassociates.com
Specialties: Financial advisor.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Jonathan P. Grocott - Wealth Preservation Associates
⏰ Open Hours of Jonathan P. Grocott - Wealth Preservation Associates
- Monday: 9:30 am–4:30 pm
- Tuesday: 9:30 am–4:30 pm
- Wednesday: 9:30 am–4:30 pm
- Thursday: 9:30 am–4:30 pm
- Friday: 9:30 am–4:30 pm
- Saturday: Closed
- Sunday: Closed
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Jonathan P. Grocott â Wealth Preservation Associates: A Trusted Financial Advisor
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For individuals and families seeking comprehensive financial guidance and proactive wealth preservation strategies, Jonathan P. Grocott â Wealth Preservation Associates stands as a reliable and experienced resource. Located in the charming coastal town of Southport, North Carolina, this firm offers personalized financial advisory services designed to meet the unique needs of each client. Their commitment to building long-term relationships, coupled with a deep understanding of the complexities of personal finance, sets them apart.
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About Jonathan P. Grocott â Wealth Preservation Associates
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Jonathan P. Grocott â Wealth Preservation Associates specializes in providing tailored financial advice. The firmâs core mission revolves around safeguarding and growing client assets through strategic planning and diligent investment management. They focus on a holistic approach, considering not just investments but also retirement planning, estate planning, tax optimization, and risk management. The team at Wealth Preservation Associates diligently works to ensure clients achieve their financial goals and maintain a secure financial future. They prioritize open communication and transparency, fostering a collaborative environment where clients feel informed and empowered.
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Location and Accessibility
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The firmâs address is 4330 Southport-Supply Rd SE STE 203, Southport, NC 28461, United States. This convenient location in Southport allows for easy access for clients in the surrounding area. Importantly, Wealth Preservation Associates has prioritized accessibility for all clients, offering a wheelchair-accessible car park and a wheelchair-accessible entrance. This dedication to inclusivity ensures that everyone can comfortably conduct business with the firm.
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Contact Information
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Clients can easily reach Jonathan P. Grocott â Wealth Preservation Associates by phone at 9104776102. For more detailed information and to schedule a consultation, please visit their website at wealthpreservationassociates.com. The website provides valuable resources, including informative articles and case studies, showcasing their expertise and approach to wealth management.
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Client Reviews and Reputation
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Jonathan P. Grocott â Wealth Preservation Associates consistently receives high praise from its clients. The company boasts 7 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews highlight several key attributes â a client-centric approach, personalized attention, and a genuine commitment to client success. Many clients emphasize the firmâs ability to listen attentively to their individual circumstances and provide recommendations that align with their goals. One client particularly noted the ease of transferring assets upon moving from Texas, suggesting a smooth and efficient process. The dedication to client needs is a recurring theme in the feedback, painting a picture of a firm that values relationships and prioritizes client satisfaction. Itâs clear that the team fosters a welcoming and trustworthy environment, contributing significantly to the positive client experience. The consistent high ratings demonstrate a strong foundation of trust and confidence in the firmâs services and expertise.
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Key Features and Services
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- Financial Planning: Comprehensive planning to address short-term and long-term financial objectives.
- Investment Management: Strategic investment strategies tailored to individual risk tolerance and goals.
- Retirement Planning: Guidance on retirement savings, income strategies, and estate planning.
- Estate Planning: Assistance in creating estate plans to ensure assets are distributed according to client wishes.
- Tax Optimization: Strategies to minimize tax liabilities and maximize after-tax returns.
- Risk Management: Identification and mitigation of financial risks.
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Why Choose Jonathan P. Grocott â Wealth Preservation Associates
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Several factors contribute to the firmâs strong reputation and client loyalty. Firstly, the team possesses a deep commitment to understanding each clientâs unique financial situation and aspirations. Secondly, they offer a personalized approach, avoiding a âone-size-fits-allâ mentality. Thirdly, their expertise spans a wide range of financial areas, providing holistic and integrated solutions. Moreover, the firmâs dedication to accessibility and client comfort â as evidenced by the wheelchair-accessible facilities â demonstrates a genuine concern for inclusivity and customer experience. Finally, the overwhelmingly positive client feedback strongly suggests a culture of integrity, professionalism, and a genuine desire to help clients achieve their financial dreams. The firmâs focus isn't merely on managing money; itâs on building lasting relationships based on trust and mutual respect. The ability to seamlessly assist clients relocating from states like Texas further underscores their adaptability and commitment to providing superior service.
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"summary": "Jonathan P. Grocott â Wealth Preservation Associates is a North Carolina-based financial advisor dedicated to providing personalized wealth management solutions and safeguarding client assets with a focus on accessibility and client satisfaction.",
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