About Us
Parrott Financial provides innovative financial planning strategies to individual and business clients utilizing a professional staff dedicated to service and integrity.
Our team of financial experts is an important link between you and the multitude of investment and insurance opportunities available. In addition to creating and servicing your personalized financial strategy, we’ll show you how each component works, so you can stay informed about how your assets are working for you.
We can integrate your benefits plans with a variety of smart investment options, bringing creation and protection of your personal and professional assets all under one roof.
Our goal is to guide you through the ever-changing investment world with informed, client-focused decisions aimed at making you comfortable and confident in your financial future. Our success is built on our commitment to doing our best for you and those
you’re responsible for: family, employees or group members.
We at Parrott Financial are always ready to hear from new individual, business or charitable clients. If you have any questions, please do not hesitate to call or email us.
336.249.7705 (tel) 336.249.7706 (fax)
Products & Services Individual Retirement Accounts/
Direct Investing
Providing client-focused investment planning advice and the tools to implement those plans.
Manage existing and establish new individual and/or joint accounts
Offer an array of mutual funds, individual stocks, government and corporate bonds, and a variety of alternative investments
Utilize a variety of unique and innovative investment models, ranging from passive, academic allocations to more actively managed account styles
Provide access to money managers that have previously only been available to sophisticated investors and large institutional pension funds
Employer Sponsored Retirement Accounts
Creating and servicing defined benefit, defined contribution, non-qualified group retirement plans for large and small employers.
Establish 401(k)/403(b)/Keogh/pension plans and service existing accounts
Promote employee understanding of their benefits package
Enroll, educate, and consult with employees about investment options
Offer roll-over services for transitioning employees
Work closely with plan trustee(s) and plan administrators to meet fiduciary responsibilities
Saving for Education
Helping clients invest in their education or the educational needs of family and friends through tax preferential investment products such as Coverdell Education Savings accounts, Section 529 Plans, and UTMA accounts.
Estate Planning
Preserving your wealth for future generations through solid end-of-life planning.
Communicate with estate attorneys, CPAs, and other financial professionals for a coordinated, team-based planning process
Create programs to protect non-liquid estate assets
Establish and service trust accounts
Insurance
Offering a wide array of group and individual insurance products, including life, health, disability, and long-term care insurance.
Work with employers to establish group life, health and disability plans
Work with business owners to protect business assets through buy-out and key man insurance products
Educate individuals, couples, and families about the importance of ensuring continued income in times of disability or death
Securities Offered through Capital Investment Group, Inc.
17 Glenwood Ave. – Raleigh, NC 27603
PO Box 32249 – Raleigh, NC 27622
919-831-2370
