Taunton Financial

Taunton Financial is a financial planner in Greenville, NC, located at 127 Oakmont Dr. It holds a 5.00 rating based on 1 review.

The firm provides investment advisory services for individuals and businesses, focusing on helping clients achieve specific financial goals through customized solutions. The approach involves clients communicating their objectives, the firm providing the solutions, and the client maintaining control over the direction. Services include managing investments in stocks, bonds, unit investment trusts, annuities, and mutual funds. The firm offers fee-based investment advisory accounts with no-load and load-waived funds with non-commissioned individual security transactions. Securities and investment advisory services are offered through Geneos Wealth Management Inc., a member of FINRA and SIPC.

The firm's approach involves working to remove complexities from financial decision-making and providing effective strategies to help clients avoid financial pitfalls. The practice has been operating since 1979. Additionally, the firm hosts Financially Speaking on WTIB 103.7 FM and via YouTube.

Taunton Financial is located on Oakmont Dr in Greenville, NC, situated about 0.1 mile from Meeting House Branch and near South Charles Boulevard.

BizScoreAI assigns Taunton Financial a Performance score of 84 out of 100, which measures how quickly the website loads to keep visitors on the page. The firm also receives an Authority score of 75 out of 100, reflecting whether the website shows who is behind the business as a trust signal for AI assistants and search engines.

Services:

• Insurance
• Investments
• Planning