Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Lackey Wealth Management Group
211 West Lexington Ave., High Point, NC
27262, United States
Hours
Frequently Asked Questions About Lackey Wealth Management Group
What services does Lackey Wealth Management Group offer?
Lackey Wealth Management Group offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Lackey Wealth Management Group located?
It is located at 211 West Lexington Ave., Suite 107, High Point, NC 27262, USA.
What are the business hours of Lackey Wealth Management Group?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
What specialties does Lackey Wealth Management Group focus on?
They specialize in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Does Lackey Wealth Management Group support multiple languages?
They provide services in English.
How can I contact Lackey Wealth Management Group?
You can reach them by phone at +1 336-882-8484.
Are there legal services near Lackey Wealth Management Group?
Yes, nearby legal services include Bretzmann Law Offices, Pete Bradley Attorney at Law, Wade & Kaplan, PLLC, and Maxine D Kennedy Attorney At Law, which can assist with estate planning or legal questions related to financial decisions.
Which financial and accounting services are located near Lackey Wealth Management Group?
Nearby financial and accounting professionals include Tideline Financial, LLC, Edward Jones, and Scott Cornelius CPA, who can complement wealth management and investment strategies.
What nearby places can I visit for food or relaxation before or after my appointment?
You can visit dot & Pearl's Coffee and Bakery, The Market, Emerywood Fine Foods, Island Fest, or Real Kitchen And Market for dining and refreshments.
Does Lackey Wealth Management Group have a mobile app for easy access to their services?
Yes, they offer an Android app available on the Google Play Store and an iOS app on the Apple App Store for convenient mobile access.