Sound Partners

Sound Partners is a financial planner in Henderson, NC, located at 64 Red Oak Rd. The firm helps clients bring clarity to financial planning so they can focus on their personal goals. Advisors provide personalized strategies and support to ensure clients can enjoy life with confidence and security. Services include crafting comprehensive financial strategies, designing tailored executive benefits for businesses, implementing needs-based insurance solutions, and conducting detailed asset allocation analyses. Specific offerings encompass financial planning, retirement planning, estate conservation strategies, life insurance strategies, disability and income protection, and business planning. The firm serves clients in Henderson and surrounding areas, with partners located in Greenville, Goldsboro, Wilmington, and Henderson.

Sound Partners has been serving clients since 2011. The firm describes itself as a family of values-led financial professionals dedicated to protecting, preserving, and growing wealth for generations. Their approach focuses on linking generations together to improve clients' lives and contribute to community well-being. The advisory team includes managing partners and partners with specific focuses such as retirement planning, wealth management, goals-based financial planning, and group retirement plans. Advisors hold credentials including CFP®, CLU, AIF®, ChFC®, RICP, CEPA, and MBA. The team handles investments such as managed accounts, mutual funds, and fixed and variable annuities. They also assist with long-term care insurance, individual health insurance, employee benefits, pension plans, and 401(k) implementation.

The services team supports clients through every step of their financial journey. Staff members include Cathy Palmer, Director of New Business, who joined in 2008; Chelsey Bennett, Senior Client Concierge; Hannah Hawks, Client Concierge; Tiffany Irizarry, Service Specialist; and Lekeisha Cuffie, New Business Specialist. The firm emphasizes authentic interactions, genuine care, and sharing knowledge to empower informed decisions. The team operates cohesively to deliver exceptional service and support.

Sound Partners holds a rating of 5.0 based on 24 reviews.

Sound Partners provides specialized financial planning and retirement strategies for clients in Henderson, NC.

The firm sits on Red Oak Rd, about 0.1 miles from Ruin Creek Road and 0.3 miles from Red Bud Creek. It is also near Dabney Drive and Maria Parham Health.

BizScoreAI awarded the business a Technical score of 88 out of 100, ensuring the website is secure and indexable for search engines. A Discoverability score of 75 out of 100 allows AI crawlers to find every page, which is the first step for AI recommendations. The business ranks number 3 of 4 Financial Planner businesses that BizScoreAI has scored in Henderson.